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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Tax preparation may be the perfect time to give the household budget a check-up.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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.
There are three things to consider before dipping into retirement savings to pay for college.
Make your retirement as exciting as your next vacation.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What does your home really cost?
A special needs trust helps care for a special needs child when you’re gone.
Here is a quick history of the Federal Reserve and an overview of what it does.