AMG Financial is an independent firm designed to represent you with a personalized approach, and was founded because we wanted the freedom to provide a larger variety of products. Instead of being limited to a small portfolio of investment products and services our relationship with United Planners and Lincoln Sparrow allows us access to a wide variety of investment products and advisory services. Through these relationships we have access to almost 60,000 mutual funds, all actively traded stocks, ETF’s, options, and bonds.
Because we are an independent firm our access to financial instruments is vast. If we identify a tool we want but don’t have we will do whatever we can to procure that tool as part of our inventory. As portfolio theory has evolved over time we help make sure we give our clients access to the most appropriate tools to help them build and preserve their life savings. Many new tools involving stocks, bonds, and hedging once only available to the super rich and institutions are now available with much lower minimums than ever before. When appropriate we make these powerful tools available to our clients.
An abbreviated list of services offered: All Investment Advisory Services offered through Lincoln Sparrow Advisors, and all Securities are offered through United Planners Financial Services:
- Wealth Management
- Retirement Income Planning
- Estate Planning
- Fee-Based Asset Management
- Wrap Fee Services
- Comprehensive Fee-Based Financial Planning
- Investment Advisory Services
- Mutual Funds
- IRA’s (Roth Simple) 401(k)/403(b)/457 Retirement Plan Assistance
- College Savings Plans