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.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Take the guesswork out of your IEP or SEP with this helpful article.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Learn about the risks of not having health insurance in this informative article.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
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.
A special needs trust helps care for a special needs child when you’re gone.
$1 million in a diversified portfolio could help finance part of your retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When you retire, how will you treat your next chapter?
The decision whether to buy or rent a home may have long-term implications.