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!

About Us

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.

Financial Planning

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...

Estate Planning

Here at AGT, we can offer advice to people who are looking to set up a trust or do any sort of long term planning. We work closely with several estate attorneys who we can recommend or reach immediately for general questions and inquiries. Call us today to find out more!
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Our Team
Charlie Shinneman from AGT The Safe Money People
Charlie Shinneman
Financial Advisor / Owner