Plan for Retirement
It's never to early, or too late, to plan for retirement. But it can be difficult knowing just how much wealth to set aside and where to invest it now and during retirement. A seasoned, skilled AMG National Trust Bank financial advisor can help you find peace of mind.
At AMG, retirement planning begins with a thorough financial-security analysis, including assessing what happens if you become disabled or die. Our advisors model the impact of your current financial decisions on the future, including their affect on your income tax obligations. We then help you make intelligent, informed decisions about pension, corporate-savings and deferred-compensation plans. With the ability to establish and administer IRAs, trusts and other wealth preservation tools, AMG can go one step further than traditional financial advisors: We can execute your plan with precision.