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
The Most Common Tax Forms For Small Business Owners
2020 was a very different year for most of us—so much so that the IRS has officially pushed back the deadline for filing your 2020 taxes from the traditional April 15th to May 17th. However, some things, like the forms business owners
Tax Considerations When a Loved One Passes Away (Part 1)
A financially comfortable loved one has passed away. In this year of seemingly endless bad news, sadly, that’s not an uncommon situation.
The now-deceased loved one may have been single or married, and may or may not have been a relative. In any case, you’ve stepped up to the plate and taken on the challenging job of acting as executor for the deceased person’s estate. Good for you.
Four Insights into the PPP Loan and Its Forgiveness
Good Faith at the Time Question: What are your thoughts on the repercussions for business owners who acted in good faith based on the information available at the time and are now left to do things that may be more questionable