Planning Services
At AGM Financial Services, we believe that strong financial planning is the key to achieving your financial goals in life. At AGM, we will assist you in collecting the data and formulating your plan so that you can reach your goals, whether they be an enhanced college education for your children or a secure retirement income.
Our planning services may require the assistance of investment counselors and attorneys that make up our financial planning team. Effective planning not only involves the collection of information and formulation of a plan, but also the implementation.
Planning is overseen by John Andrews, CFP®. John has been a Certified Financial Planner for twenty years and is well qualified to oversee the development of your plan.
Fees for our planning services depend on the scope of the engagement and the estimate of time involved. Upon acceptance of the engagement, we require that the client pay 50% of the fee agreed upon. The remainder of the fee is due at the completion nand presentation of the planning report. Annual updates are encouranged, but not required.
