Our Process

From our initial meeting, we work closely with you every step of the way to develop a plan tailored to your needs and goals that reflects what matters most in your life.

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Our Team

Meet the America Group support team dedicated to assisting America Group members grow their businesses.

Meet Our Team


Our Services

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.


LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit www.lpl.com.

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