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Estate Management 101 What Can a Million Dollars Buy You?

Welcome to
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.

Helpful Content

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

 

Redirect Your Spending Fast

A spending fast can redirect your financial life.

Ask a Financial Professional: Help! My Business is Overexten

Every business wants to grow. But there’s a risk of extending your business so far, so fast that you hit the tipping point...

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Financial Hacks for Millennials: From Side Hustle to Savings

As of mid-2019, 45 percent of Americans have a side hustle, and that figure is only continuing to grow. In any economy, side gigs can be a great way to earn extra cash or explore new interests.

3 Tips to Plan Your Exit Strategy

Be realistic about the sale of your business, get it ready for the sale and make sure key employees are on board

New Retirement Contribution Limits for 2023

A look at the new, record-high retirement contribution limits from the IRS.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Don't Myth Out on Whole Life

There are a lot of myths around whole life. Get the facts here.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What is Life Insurance? Part 1

What is Life Insurance? Part 1

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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