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 Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Making the most of surprises is a great reason to work with us.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Smart investors take the time to separate emotion from fact.
Are you ready for retirement? Here are five words you should consider.