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.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
To choose a plan, it’s important to ask yourself four key questions.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Bonds may outperform stocks one year only to have stocks rebound the next.
When to start? Should I continue to work? How can I maximize my benefit?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
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.
A bucket plan can help you be better prepared for a comfortable retirement.
Making the most of surprises is a great reason to work with us.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you found yourself suddenly single? Here are 3 steps to take right now.