Personal Wealth Management

Personal Wealth Management

AAG’s Personal Wealth Management Services

Asset Advisors Group, LLC, offers a full range of personal wealth management services that impact your financial well-being at every stage of life. We can assist you in developing a financial plan for saving and investing, retirement planning, tax reduction, and financial estate planning and administration.

Below we offer further details on each personal wealth management service provided by the AAG team.

Estate Planning

Our personal wealth management professionals offer estate tax planning services to help you minimize taxes on gifts and estates. We will also make sure your home, car, real estate, investments, accounts, insurance, and personal possessions are distributed in the exact way you wish.

Financial Planning

Maximizing your income, monitoring spending, creating a budget, investing in your 401(k), are just a few of the financial planning services offered by our personal wealth management team. We will assist you with cash flow management, tax preparation, investing, and saving.

Investment Strategies

At AAG, our investment strategies focus on the items we can control: fees, discipline, diversification, and the size and value effect. Our personal wealth managers ignore the things we can’t control, such as media hype, market timing, performance chasing, and fads. By doing this, we maximize your money’s value and performance while keeping costs low.

Retirement Planning

Like all of our personal wealth management services, developing retirement plans starts with building long-term, personal relationships with each of our clients. We’ll get to know you, what your financial challenges are, and help you build a retirement plan that leads you to the retirement you’ve always dreamed of.

Income Tax Preparation

As part of AAG’s income tax preparation services, we prepare all types of Individual and Business Tax Returns. While preparing your personal return, we will also offer suggestions methods to minimize your overall tax burden.

Schedule a Free Personal Wealth Management Consultation

Need a personal wealth management firm who’s as invested in your future as you are? Contact the wealth management professionals at Asset Advisors Group for a free, no-obligation consultation today.