Experience the AMG Difference in Retirement Plan Solutions
AMG offers small businesses complete retirement plan advice. With so many plans available, it’s challenging to know what plan is right for your business and your employees. Our knowledgeable staff will assist you by providing all the important information necessary to make an informed decision.
Once you have the right plan for your business we will work with you and your employees to be sure everyone involved understands the plan. You and each employee in your small business has unique goals for the future. The advisors at AMG work with every investor to assemble a portfolio matched to their individual needs. As a Fiduciary, it is our duty to act in the best interest of our investors at all times. We are compensated only by our clients, so our recommendations are never influenced by a third party.
After the plan is established and the employees are enrolled our advisors at AMG continue to provide ongoing service. We conduct individual portfolio reviews with each person periodically each year and – if necessary – adjust the strategy to keep pace with the investor’s goals. In addition, our advisors provide financial planning services to both you and to your employees.
- 401(k) Plans
- 403(b) Plans
- Profit Sharing Plans
- Safe Harbor Plans
- Solo 401(k) Plans
- SIMPLE IRA Plans
- SEP IRA Plans
Contact us today to find out what retirement plan is right for you and/or your business.
Why Work with AMG for Your Business Retirement Plan?
We help you keep more of what you earn by utilizing:
- Potential tax savings
- Fee-only investment management
- No sales commissions
- Access to flat fee third party administrator
- Ease of plan management
- Assistance in coordinating the establishment of a new plan or transition of an existing plan by meeting with you and a third party administrator if necessary
- Assistance in communicating with your employees about the transition or new plan
- Preparation of all necessary account paperwork for the transition of your current plan or to establish your new plan