Thoughtful Strategy.
Personal Guidance.
At AFG Wealth Management, we believe effective wealth management starts with understanding the person behind the plan. Led by Amy Goldman, our approach is rooted in building lasting relationships and providing guidance that reflects your values, priorities, and long-term goals.
We offer comprehensive wealth management designed to bring clarity to complexity. From investment management to broader financial planning, we help coordinate the many moving parts of your financial life into a cohesive, intentional strategy.
Focused on today’s decisions and tomorrow’s possibilities.
As your life evolves, your financial strategy should evolve with it. Amy Goldman and the team at AFG Wealth Management provide ongoing guidance, monitoring, and thoughtful adjustments to help you move forward with confidence through every stage of your financial journey.
What We Do
Client Service and Communication
- Frequent communication to establish your financial goals and chart a timeline for accomplishments.
- Quarterly research and special reports on various wealth management topics.
- Invitation to intimate events, including client appreciation events (guests welcomed).
- Timely investment themed content to address market cycles.
Investment Services
- Regular investment review meetings with your advisor to ensure you are on track to meet your goals.
- Design and maintenance of personalized investment solutions and a portfolio appropriate to your needs.
- Recommendations regarding allocation and positioning of funds in retirement plans such as 401(k)s.
- Ongoing due diligence and monitoring of investments.
- Access to a professional investment team to comprehensively support your needs and questions.
Tax Planning
- Comprehensive review of your tax return to highlight opportunities for tax reduction strategies.
- Quarterly review of your tax situation and planning to incorporate any new tax law changes.
- Free consultation with your tax preparer.
- Tax document delivery to your approved tax preparer.
- Analysis of your current and future income needs to drive investment decision making.
- Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living.
- Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs.
- Recommendations regarding appropriate strategy for Social Security payment options.
Estate Planning
- Analysis of your current estate plan and concerns.
- Free consultation with your estate planning attorney.
- Assistance in transferring assets to your living trust.
- Guidance with the appropriate and necessary steps in the event of the death of a loved one.
Specialty Planning
- Philanthropic solution through review and assessment of family goals and charitable values.
- Complete risk and insurance evaluation for comprehensive review of existing insurance coverage.
- Executive Compensation review of stock options, grants, restricted units, deferred compensation and concentrated equity positions to determine tax and cash flow implications.
- Small business operational advice to include tax planning, business purchase review, succession planning and valuation.
- Real estate transfer strategy and strategic tax advantaged planning
FINANCIAL PLANNING PACKAGES
We are committed to providing proactive service to all of our clients. In order to accomplish this, we strive to communicate our value not only through working diligently to help you realize your financial goals and visions, but also through administering fees that are transparent and fair.
Our firm is here to help you get your financial house in order. Everyone’s situation is different and as time marches on, it also evolves due to life-changing circumstances. Pick the plan the best suits your needs and current lifestyle.
Below, we outline the fee schedule for the services we provide. We welcome any questions, at any time, that you may have in regard to our pricing philosophy.
The Fundamentals Plan
Fee: $400 per hour
- Investment Review
- Retirement Planning
- Beneficiary Review
- Social Security and Medicare Analysis
- Goals and Values Review
- Behavioral Financial Coaching
- Goal Monitoring
The Progressed Plan
Fee: $400 per hour
All the Fundamentals services plus:
- Online Experience
- Net Worth Statement
- Detailed-Cash Flow Planning
- “What if” Scenarios
- Multiple Goal Analysis
- Education Planning
- Risk and Insurance Analysis
- Roth Conversion Review
- Basic estate planning
The Legacy Plan
Fee: $400 per hour
All the Progressed services plus:
Wealth Transfer Scenarios
Family Financial Education
Stock Option Analysis
Charitable Giving
Business Planning
Income Tax Planning
Advanced estate planning