Our Ideal Customer
When it comes to finances, each case is unique. We work with clients from all walks of life, anywhere from a young couple planning to buy their first home to an elderly individual who is looking to leave as much money as he can to his beneficiaries. You are never too old or too young to speak about financial planning. The majority of our clients are approaching retirement age and are looking for long term planning for the rest of their lives to ensure they can retire comfortably and know they cannot outlive their money. Again, each client is different, and we insist on knowing your financial goals and objectives so that we can give advice tailored specifically to you. Call us today for a free consultation!
AGT The Safe Money People is a financial services company dedicated to helping our clients preserve their wealth. We strive to provide recommendations tailored specifically to each client based on their financial goals and objectives.
Is your 401K or annuity not performing as well as you would like it to? Do you own a variable annuity that could cause you to lose a large portion of your nest egg if the stock market goes down? Or maybe you just want a second look at your overall financial picture. In any case, you can meet with...
Businesses Who Recommend Us
I referred people to the former owner of AGT and see no reason not to do the same for Charlie who just recently took over for the former owner who moved to Florida to care for an elderly parent.
Client oriented, very smart and nice guy
Businesses We Recommend
Bruce has been helping our clients with their taxes for the past two years. All of our many tax clients were referred to see him in his own private business this past year and onward.