AGT Financial, llc
Welcome, I’m Alan Thompson, a financial advisor in the Atlanta Metropolitan area, located in Cumming, Georgia. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college or developing an estate strategy, my personalized service focuses on your needs, wants and financial goals and objectives.
AGT Financial has the experience to help you address your needs both today and for many years to come. I look forward to working with you through all stages of your life.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Tips to avoid checking in luggage on your next vacation.
Without your knowing, your investment portfolio could be off-kilter.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
An overview of some fundamental steps when a loved one passes.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A bucket plan can help you be better prepared for a comfortable retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
When do you need a will? The answer is easy: Right Now.
You’ve made investments your whole life. Work with us to help make the most of them.
$1 million in a diversified portfolio could help finance part of your retirement.
Why are 401(k) plans, annuities, and IRAs so popular?