We deliver personalized accounting services to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. We start with a conversation about key accounting areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.
By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your accounts future. Working together, we can help you feel more confident, connected, and in control of your life.
We care about what’s important to you
Your accounting goals are unique, and we can help you achieve them.
We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.
The personalized accounting advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your future. With the right accounting advice, life can be brilliant.
Working with us
Meeting with an AG Business Services advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an AG Business Services advisor will be relaxed and informal.
Your meeting will include a review of your existing situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.
Professional help in clarifying your goals and priorities. If you decide to purchase an accounting planning service, you will receive sound advice at a fair price, tailored to your investment objectives.
Accurate information about our tailored solutions, including risks, benefits and costs
A list of any questions you have regarding your current situation
Any account statements, budget information or other areas of your l life that you feel deserve immediate attention
A list of future dreams and goals you would like to achieve, including both short- and long-term goals