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
How to know when it’s time to work with a wealth management firm?
What You Get When You Outsource With AGFintax
Services we offer:
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.
More than 17 million Payment Protection Program (PPP) loans have been disbursed since 2020 according to the U.S. Small Business Administration data. Of those loans, as of May 10, over 3 million have been forgiven. But that doesn’t mean those
As most Americans know, we’re deep into tax season right now thanks to a federal extension that allows taxpayers to file by May 17 this year, rather than the typical April 15 date. But while legal citizens know they have
Government to Landlords: Drop Dead! During this COVID-19 pandemic, landlords have two big possible problems: Tenants who can’t pay the rent. Tax losses that they can’t deduct. The Federal Moratorium on Residential Evictions The CDC order is effective September 4,