Advisors Management Group, Inc.

Clear Financial Insight to Ensure Your Success

At Advisors Management Group, Inc., we are more than a typical advisory firm. We are your strategic financial advocates—helping you with all aspects of financial decision-making and partnering with you throughout the year to make sure you remain on a healthy financial path. Offering a comprehensive line of advisory services, we strive to give clients peace of mind in knowing their financial futures are secure. In addition, the collaborative efforts of our financial planning, tax and accounting services offer clients the assurance that complex financial planning, accounting and annual tax compliance tasks are being handled by experienced professionals.

Our mission has always been, and will always be, to help our clients reach their financial goals through dedicated, collaborative and personalized support. We are committed to providing you with the meticulous planning and thoughtful financial management you need to achieve your objectives.

Consider our full line of services:

• Fee-Only Portfolio Management
• Financial Planning
• Accounting (including Payroll)
• Tax Preparation & Planning
• BOSS™ - Back Office Support System
• Retirement Plan Solutions
• Trust & Estate Services

Blog

Four Money-Saving Mid-Year Financial Planning Tips

Roger Deets

June 15, 2017

It’s almost exactly the mid-point of the year, which makes it prime time for a mid-year financial review. If you need some monetary motivation for evaluating your financial progress so far this year, you may want to think of mid-year planning as a series of potential money-saving opportunities, for example:

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