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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
What’s the deal with your yearly free credit report?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Apps that help small business owners better manage and grow their business.
Here's a breakdown of how the federal government spends your tax money.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, cracking the code on bonds.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The market is as unpredictable as the weather. We’d love to help you prepare.
Investors seeking world investments can choose between global and international funds. What's the difference?
That big list of dreams and goals isn't the only way to look at your bucket list.