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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
9 Facts About Social Security
There are things about Social Security that might surprise you.
This checklist can give you a quick snapshot of how prepared you are.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Currency has been around for a long time. Here’s a quick history lesson.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
As our nation ages, many Americans are turning their attention to caring for aging parents.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
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.
Using smart management to get more of what you want and free up assets to invest.
If you died, what would happen to your email archives, social profiles and online accounts?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There are hundreds of ETFs available. Should you invest in them?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Here’s a crash course on saving for college.
In the world of finance, the effects of the "confidence gap" can be especially apparent.