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OUR STORY

America Group has helped families and business owners leverage the knowledge, experience, and resources required to pursue their life goals with confidence. With an emphasis on integrity and transparency, our commitment to providing unparalleled service, coupled with a highly personalized and disciplined approach to wealth planning, has enabled us to develop meaningful long-term relationships with generations of our clients.

Our comprehensive approach to wealth management focuses on integrating all aspects of your financial life as we seek to help you:
 

  • Fully assess your current situation, goals and desires

  • Overcome obstacles and challenges

  • Recognize and pursue opportunities

  • Manage liquidity and cash flow needs

  • Learn new ways to minimize taxes and invest more effectively

  • Adapt strategies to changing life goals or market events

  • Pursue multiple objectives and life-stage goals

  • Achieve a greater understanding of financial management principles

 

Simplify the wealth management process while reducing financial anxiety.

Our comprehensive planning process begins with a review of your goals and objectives to help determine if you are on track and incorporates these and other important considerations:


Financial Planning

  • Cash flow analysis

  • Retirement income planning

  • 401(k) and pension plan review

  • Concentrated stock strategies

  • Stock option analysis

  • Education funding strategies

Risk Management

  • Asset protection strategies

  • Life insurance analysis & review

  • Disability insurance analysis & review

  • Long-term care insurance

Estate & Legacy Planning

  • Estate planning documents review

  • Wealth transfer strategies

  • Beneficiary review

  • Philanthropic planning

  • Charitable gifting strategies

Investment Management

  • Portfolio diversification and asset allocation strategies

  • Tax-efficient investment strategies

  • Investment policy statement preparation

  • Quarterly performance reports

  • Monthly statements and annual reviews

  • Online account access

Check the background of your financial professional on FINRA's BrokerCheck.

Troy

Tel:      248.498.4800

Fax:     248.498.4816 

2050 Livernois Road
Suite B
Troy, MI 48083

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Southfield

Tel:     248.353.6570

Fax:    248.352.3612 

28411 Northwestern Hwy
Suite 1200
Southfield, MI 48034

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. 

America Group Retirement Strategy Centers © 2020. All Rights Reserved. 

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.