Wealth Management
Wealth Management Services
Benefits of Outsourcing Wealth Management Services:
Wealth Management for Business Owners
Whether you’re embarking on investing for the first time, or you need an experienced wealth management team to assist with a complex financial situation, AG FinTax’s financial experts can help.
We can advise you on the best way to grow and protect your assets, as well as provide hands-on management for your portfolio, trust, or other investment vehicles.
The Benefits of Outsourcing Wealth
Management Services:
How to know when it’s time to work with a wealth management firm?
- Your daily finances are causing you stress.
- You need assistance with planning for retirement.
- You need assistance with planning and meeting your long-term financial goals.
What You Get When You Outsource With AGFintax
- Customized investment strategies
- Portfolio & Asset management
- Retirement income planning
- Financial planning
Services we offer:
- Bespoke investment strategies to help you meet your long- and short-term goals
- Detailed savings plan creation
- Estate management
- Tax preparation and filing
- Retirement planning
- Ongoing, year-round financial planning services
How To Know If Outsourcing Your Wealth
Management Is The Right Call:
Expert Planning With Wealth Managers And Financial Advisors
Wealth managers and financial advisors are specialists with certified credentials, so they provide a lot of financial knowledge to taxpayers. This means an expert’s plan for your wealth management will be rooted in experience and expertise, increasing the value of your financial strategies.
Understanding How Wealth Management Works
Our experts work with you to meet goals through asset management, investment planning, tax planning, and other services tailored to your specific situation. It is not one strategy, but multiple strategies designed cohesively to meet your financial goals.
Understanding The Key Objectives
The key objectives include identifying your tax goals, such as a focus on investing or managing your tax bracket, and then drafting a strategy. From there, we coordinate with you to fulfill the main objective: managing your financial health through strategies and services. Our final objective, which then circles back to our initial objective, is to re-evaluate your wealth and continue working towards goal completion.
Helpful Resources
4 Tactics to Make Filing Taxes Easier This Year
No matter how well-prepared you are, tax time is nearly always stressful for small business owners. Finding receipts, keeping track of all your expenses, listing out deductions—it’s a lot to manage, more so if you have employees that you should
2020 Last-Minute Section 199A Tax Reduction Strategies
With all that’s happened in 2020, it’s easy to forget about your Section 199A deduction.
You may remember that the Tax Cuts and Jobs Act (TCJA) gave many pass-through businesses the Section 199Adeduction as a no-effort, do-nothing 20 percent tax deduction based on defined business income.
Act Now: Earn 9.62 Percent Tax-Deferred
Through October 2022, you can buy Series I bonds that pay 9.62 percent interest. And you receive that rate for six months from the time of purchase. What happens after that? On November 1, 2022, the U.S. Treasury Department sets