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2023 Family Plan | 12 Month Planning Subscription | Financial Planning & Investment Advisory Services
$315.00 / month for 12 months Sign up now -
Basic Estate Planning Documents Package for COUPLES – Includes Revocable Living Trust, Pour-over Will, General Durable Power of Attorney, Advanced Healthcare Directive, and Trustee Attestation for Squaring Away Your Estate Planning Needs
$999.00 Add to cart -
Basic Estate Planning Documents Package for INDIVIDUALS – Includes Revocable Living Trust, Pour-over Will, General Durable Power of Attorney, Advanced Healthcare Directive, and Trustee Attestation for Squaring Away Your Estate Planning Needs
$855.00 Add to cart -
Entrepreneur/High Net Worth Planning Subscription Package | Comprehensive Tax Optimized Legacy Planning | Business Retirement Plans | Business Succession Plans | Subscription Duration of 12 Months
$565.00 / month for 12 months Sign up now -
Essential Planning Package Subscription – 12 Month Plan for Singles and Couples Under Age 40 | Access AGG’s Firm Brochure (Forms ADV 2A&2B) for Details
$260.00 / month for 12 months Sign up now -
Plan Confidence: a Financial Advisor for Your 401k | Customized Website Portal and App with Personal Advice | Tailored to Your Risk Tolerance | Available Investment Options Chosen By Your Employer | Adjusted to Fit Your Morningstar Categories | $25 Monthly Contract with Credit Card Payment | Cancel Anytime with 30-Day Advanced Written Notice
$25.00 / month for 12 months with a 6-week free trial Sign up now