Financial Counseling

Through dedication, sound decision making and persistence you have achieved financial success. Unfortunately, you can be financially successful but not financially secure. Financial security is enduring. It delivers peace of mind and creates opportunities for you to pursue dreams and goals you did not consider possible.

Financial security is achieved through careful planning with an independent advisor like AMG National Trust Bank. AMG advisors work closely with clients to quarterback a comprehensive financial plan, incorporating all your assets, 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.