Our Services

Whether you are in your accumulation phase, retirement phase, planning for the transition of your business interest or estate, we believe a comprehensive financial plan is your business plan to help you progress towards your financial goals. We will work with you to create a plan to help you balance multiple financial pressures at any stage of life. Implementing your plan can assist you in prioritizing your financial goals, executing specific strategies and selecting suitable investments and services to help you progress. Working with us to develop your custom financial plan and regularly tracking progress towards your goals can provide you confidence to live your best life.

Through the planning process AGC Wealth Advisors Inc. can help you organize and provide advice on all aspects of your financial picture including but not limited to:

  • Income Replacement
  • Investment management
  • Insurance and risk management
  • Asset Protection
  • Estate Planning
  • Tax planning strategies
  • Executive Compensation
  • Business Transition and Continuity
  • Tax Advantage Savings
  • Charitable Planning
  • Employee Benefits
  • Short- & Long-Term Health Care
  • Banking & Collateral Lending
  • Real estate strategies
  • Estate planning
  • Executive Compensation Packages
  • Retirement Plans
  • Group Health
  • Group Life
  • Group Disability & LTC
  • Buy Sell Agreements
  • Stock Option Plans
  • Key Man Protection
  • Deferred Compensation Plans

We can provide you with the expertise you need to help turn your achievements into the confidence you deserve.


Client Services

Our dedicated team and the back-office support of LPL Financial are committed to providing you a superior level of support and service. We strive to offer you a high level of personal assistance to address questions, potential challenges and process administrative requests.   Our goal is to continuously improve the communication we provide to you in both challenging and good times through semiannual client reviews and feedback.  We are here to provide you with advice, support and the level of service that you deserve to help you work toward your financial objectives.

AGC Wealth Advisors Inc. Relationship Model

Delivering on our personalized and collaborative approach to wealth management & financial planning.

Annual Meeting

  • Goal Tracking
  • Fundamentals: Cash Flow/Net Worth Analysis, basic protection, basic estate
  • Recap goals and priorites for the year
  • Complete portfolio rebalance, if needed

Optional Tracking Checkpoint

  • Any hot topic-based on your goals
  • Follow up on recommendations
  • Strategy for implementing recommendations
  • Review accounts and investment performance
  • Discuss any fundamental the economic and market conditions
  • Discuss life changes that may affect current goals

Year-End Review

  • Accomplishments/activities achieved during the year
  • Priorities for next year
  • Annual Performance Review
  • Discuss life changes and confirm short- and long-term goals
  • Discuss any recommendations from last meeting

Optional Performance Review

  • Protection planning/employee benefits
  • Estate planning/beneficiary reviews
  • Tax management strategies
  • Investment planning
  • Review status and implementation of recommendations
  • Deep review of investments compared to financial objectives and risk tolerance
  • Suitability review and confirmation