Business Planning

At AMG-Inc we enable the financial health of entrepreneurs through advance tax planning so that you can focus on the growth and day-to-day operations of your business.

"We must train from the inside out. Using our strengths to attack and nullify any weaknesses, it's not about denying a weakness may exist but about denying its right to persist." Vince McConnell

Your focus is your business. The growth you've experienced and the growth yet obtained is built into your ability to execute the skill sets you've evolved. Hence, put your focus on your strengths and delegate your weakness. At AMG-Inc we enable the financial health of entrepreneurs through advance tax planning so that you can focus on the growth and day-to-day operations of your business. As an entrepreneur, it is my personal vendetta to ensure the success and profitability of every business we work with. Your focus is revenue production, and our focus is financial efficiency. Allow us to help you "net" more of what is rightfully yours through the deployment of financial plans such as:

Simple/SEP
Safe Harbor Plans
401K and Profit Sharing
Key Employee Benefits
Pension Plans and 412(E)(3)
Captives
ESOP/ESOT
Section 162
Private Endowment

Our Process and Core Services

Our Process

At AMG-Inc, we are a solution based firm! Time is our greatest value and we ensure that a moment won’t be lost on our clock. Efficiency and the ability to execute a plan is fundamental.

Money Management

AMG-Inc. and its associates believe in ultra-diversified portfolios that focus on capital preservation, growth, and low-cost investment options.

Income Planning

The foundation of your retirement! As essential as your retirement income stream is, AMG-Inc. has worked diligently to become respected as one of the leading firms in advanced income planning among its peers.