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.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Do you have an estate strategy? You should.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Around the country, attitudes about retirement are shifting.
All about how missing the best market days (or the worst!) might affect your portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The average retirement lasts for 18 years. Are you prepared to fill that many days?