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Who we are

AGT Tax & Insurance Services is a financial services company dedicated to helping our clients preserve their wealth.  We specialize in working with older adults, for whom the highest financial priority is security. We help our clients preserve the wealth they have accumulated over their working lifetimes, and are proud of the fact that when the markets crashed in 2000-2002 and again in 2008-2009, none of our clients lost a dime in the avenues we recommended.

We seek out and recommend financial vehicles that are first of all, safe and guaranteed, and second, provide enough growth to consistently overcome inflation and taxes.  We are experts at providing the best-performing safe money vehicles available.

In addition, we provide, under one roof, all the financial services associated with preserving wealth, including:

  1. Complete tax planning services – we perform tax planning and tax preparation at a substantial discount (for seniors).
  2. Complete estate planning services – we prepare wills and trust that are tailored to the needs of each client.
  3. Complete insurance planning services – we provide the most economical life insurance tools for protecting wealth beyond your lifetime for the sake of your spouse and/or the next generation.
  4. Complete income planning services – we work with our clients to develop guaranteed income plans that they cannot outlive and that provide financial security regardless of global economic conditions.