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.

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.

For more information about our firm and the services we offer, contact us below.

Contact Us

CLIENT LOGIN

TD Ameritrade | Blueleaf