Most people have plenty on their plate already without having to constantly worry about money. Everyone needs a plan to achieve their financial goals. Making that plan shouldn’t be stressful, though. AGAP Financial Services helps clients craft financial plans that fit their investment and retirement goals. We coordinate taxes, financial planning, and investments.
Peace of mind means different things to different people. How comfortable are you with risk? Are you saving for retirement in the right way? If you have debt, do you have a good strategy for paying it down? What about your children? Are you saving enough for college? There’s no single right answer to any of these questions.
AGAP Financial Services creates personalized financial plans for clients with complex financial situations, accounting for a wide array of financial assets, including corporate compensation and benefits, real estate, and other investments. We understand the daily demands upon their time that our clients face, and work to make the financial planning process as transparent and seamless as possible.
AGAP creates customized portfolios aligned with your goals. We help professionals with cash flow management; establishing targets for differing types of saving. Examining benchmarks, or what others in similar financial situations do, can help you stay on track to meet your goals.
For many workers, an individual retirement account (IRA) is the best tool available to prepare for financial needs later in life. An IRA is an account that allows you to save for retirement while enjoying substantial tax advantages. IRAs allow you to choose from a full array of investment options, including stocks, bonds, options, ETFs, and mutual funds.
There are different kinds of IRAs—traditional, Roth, SEP (Simplified Employee Pension), and Inherited—each offering its own unique advantages. AGAP Financial’s investment experts will walk you through the ins and outs of each, and help you choose the account that’s best suited to your income, retirement goals, and individual needs.