Benefits of Financial Counseling
Financial security comes through careful planning and wise management of your resources. ; AMG National Trust Bank’s time-tested financial-counseling process helps you manage your resources now and for the future. With a financial-security plan in hand, you gain peace of mind and time to focus on living your life.
For more than 30 years, AMG has provided superior financial counseling uniquely tailored to each client. Our financial plans are based first on your unique goals, risk tolerance, income opportunities and corporate compensation and benefits. AMG advisors stay informed about the intricacies of your corporate compensation and benefits to help you navigate benefit election and deferral decisions and exploit potential opportunities.
The financial plan illuminates other areas -- such as discretionary investment management, tax preparation or trust administration -- where you can leverage your relationship with AMG and harness the power of comprehensive and objective financial services.