The 2023 Family Plan from AGG offers the complete planning and investment solution for the modern family. Whether you’re a busy professional or a stay-at-home parent, this comprehensive package of services will ensure that all your financial goals are on track. With this plan, you can manage every aspect of your family’s financial future in one place.
Our experts tailor a personalized plan that fits your financial needs and goals. Our team is dedicated to helping you make wise decisions with your money that benefit you and your family. We provide professional advice and guidance with weekly progress reviews and regular progress reports.
With the 2023 Family Plan, you’ll get comprehensive portfolio risk management, comprehensive portfolio performance analysis, and ongoing monitoring of your family’s investments. We’ll also provide tax and estate planning advice as well as help with college planning. You’ll also have unlimited access to our team of advisors to answer your questions and provide support when you need it.
Plus, you’ll get access to our secure online portal which allows you to review your finances at any time. You’ll also have access to our exclusive financial education program, free of charge.
The 2023 Family Plan is the perfect way to ensure your family’s financial future and give you the peace of mind you deserve. Let our team of experts help you and your family achieve your financial goals.
The 2023 Family Plan includes:
- Retirement planning
- College education funding
- Social security maximization/optimization
- Insurance planning
- Investment strategy
- Estate planning
- Gifting strategies
- Tax return analysis, optimization, and filing, if so desired, through our back-office collaboration colleagues
- Access to legal and tax specialists
Plus everything in the Essential tier. See our Firm Brochure Forms ADV 2A for more details.