AMG Legacy Planning
First, When you love what you do for a living, every day feels like I'm doing my hobby. Secondly, Trust is earned and the value I add to my clients lives is priceless and well beyond a transaction. It's a Committed Relationship...!!!
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Frequently asked questions
What is your typical process for working with a new customer?
My client's come first, understanding their risk tolorence, investment objectives and long term goals is the foundation of a successful plan.
What education and/or training do you have that relates to your work?
My business partner & I have nearely 50 years of combined financial servivce experience. I have 18 years of managerial experience and I hold several FINRA related licences.
Series 9, Series 10, Series 7, Series 65, Series 63 & Insurance Licensed in several states.
Do you have a standard pricing system for your services? If so, please share the details here.
Managed Portfolio's 1.25% Annually.
Commissions are Variable.
How did you get started in this business?
The Love for Financial Planning
What types of customers have you worked with?
Business Owners & Buy/Sell Agreements, 401K Plans & Rollovers, , Employee Retirement Plans, Estate Planning Cases, Guardianship Cases, Wealth Management, College Planning & Life Insurances Planning.
Describe a recent event you are fond of.
Last Year I went to the VA Hospital in Palm Beach in the Cancer Ward and gave out Bagels 🥯, Cream Cheese & Butter 🧈 to all the Veterans that are Battling life and who have sacrificed so much for our Country. God Bless America
What advice would you give a customer looking to hire a pro in your area of expertise?
Business is not a Transaction, at least not in my eye's. It's a Relationship that starts with one step at a time of building a long term trusting partnership that is earned by both parties. So, don't be afraid to ask for references.
What questions should customers think through before talking to pros about their needs?
How is the advisor compansated. Some work on a Commision basis and some fee based or both.