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Financial Counseling

corporate Executive

As an executive, a business owner or entrepreneur, you have achieved meaningful wealth. Unfortunately, you can be financially successful but not financially secure.

Financial security is achieved through careful planning with an independent advisor. AMG National Trust Bank offers comprehensive counseling that addresses short- and long-term financial security concerns, tax decisions, corporate compensation and benefits, retirement planning, strategic investments, insurance coverage levels, and estate and wealth-transfer options.

Financial security can deliver peace of mind and create opportunities for you to pursue dreams and aspirations. Working with AMG, a wealth management firm with no investment product- or insurance-sales agenda, you can develop a financial-security plan with clear objectives and tools for measuring success.

Investment products: Not FDIC insured • No bank guarantee • May lose value