Business Planning

AMG Financial is devoted to helping businesses and there owners put together a plan that will help assist them in growing their business and getting to the next level. Our team of specialist can help you address retirement benefits, group benefits, key person issues.  We can design a growth oriented strategy that will strive to keep up with your growing business.   Retirement planning for the small business needs to be scalable.  We handle a full line up of retirement solutions from IRAs (Roth, Individual, SIMPLE, SEP, etc.) to more comprehensive retirement solutions like 401ks and Keoghs.  We don’t believe in a one solution fits all, we help you find a cost effective route that is designed to keep up with your growing success.

As a representative we have been involved in company retirement plans since 2002.  Have strong working relationships with providers in the field since 2002.  And since 2011 we have cultivated relationships with Paychex and ADP for bundled company retirment plan solutions. These are relationships with  companies that are capable of working with all sizes of businesses and with different areas of concern: payroll, insurance, human resources, and employee benefits.

Retirement Rescue Workshop is also an area that businesses find value with AMG Financial.  Whether as your plan representative using us to provide constant employee education and service or whether as an outside party brought in to provide education and value to your employees, we are able to meet a business’ growing needs.

This information is intended for use by residents of (FL, IL, MD, NC, NY) Securities-related services may not be provided to individuals residing in any state not listed above.

Investment Advisory Services offered through Lincoln Sparrow Advisors. Securities offered through Sage Point Financial, Member FINRA/SIPC.  SPF is separately owned and other entities and/or marketing names, product or services referenced here are independent of SPF.

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