An Overview of Our Services

By: Akg Financial  09-12-2011
Keywords: Risk Management, Estate Planning, succession planning


As a provider of comprehensive financial advice and quality financial products, AKG Financial maintains an objective, planning-based approach to delivering financial peace of mind to every client - through personalized and customized financial solutions.

We are not a Financial Institution. Nor do we represent any single Bank, Trust Company, Life Insurer or Investment Firm. Our advisors have the freedom to survey the marketplace and determine those products that best serve the unique needs of each client.

Using a disciplined planning process, we will help you identify your unique financial concerns, goals and objectives. We will then implement and monitor the financial products required to assist you in acheiving your financial goals and objectives.


The plan prepared for you will be tailor-made to your specific goals and objectives, and may cover elements of:

  • Cash and Debt Management
  • Investment Planning and Management
  • Retirement Income Planning
  • Risk Management
  • Business Continuation and Succession Planning
  • Estate Planning


Should you wish to proceed with our recommendations, we will implement your plan by offering the following services, or by referring you to an appropriate professional outside our firm:

  • Investment Management
  • Insurance
  • Income Tax, Accounting and Legal Assistance

Reporting and Monitoring

To ensure your financial plan is on-track, and to keep you informed and up-to-date, we provide annual (or more frequent) financial reviews, and regular, consolidated reports of your financial holdings.

We believe that using this structured approach to meet our clients' financial objectives is key to our clients' success and high level of satisfaction.

Keywords: Business Continuation, debt management, Estate Planning, Financial Peace Of Mind, financial plan, Financial Products, Income Planning, investment planning, Management Investment, retirement income, Retirement Income Planning, Risk Management, succession planning,

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Other products and services from Akg Financial


Financial Planning - AKG Financial

Our advisors will consider the integration of government-sponsored income plans with your personal portfolio in order to structure your retirement income in the most efficient manner possible. These specific circumstances drive the customized financial plan we create for each client, and that plan may include elements from any / all or several different planning areas.


Insurance - AKG Financial

Please contact your financial advisor or make a general inquiry should you wish additional information about how these programs might be integrated with your personal risk management or estate plan. In addition to meeting personal planning needs, life insurance can also play a large role in addressing business risk management and succession planning.


Investments - AKG Financial

The implementation of your financial plan - created for you by your AKG Financial advisor - may result in portfolios containing several different investment types and account structures. The following is a list of some of the different types of financial products available to our clients.