Getting to Know You
- You talk. We listen. You tell us where you are now, what you need, what you fear and what you want.
- You have an opportunity to ask us questions and learn everything you want to know about AG Wealth Management.
- We review our financial planning process together, and define each of our roles and responsibilities.
- If after our meeting you feel inspired to continue down the path of AG Wealth Management, we will provide necessary agreements for you to sign and officially become a client.
- We gather all necessary data to begin working on the financial plan.
- We take the time to teach you the core values of effective planning and investing, which will serve as your financial foundation.
Financial Plan Delivery
- We will deliver, and review your financial plan together. Your plan will include investment recommendations as well as guidance on insurance, estate planning, education savings and more.
- We open your investment accounts and initiate the transfer of funds into your new AG Wealth Management portfolio.
Schedule your Call!
Let us help you with your financial well being.