Insurance & Long Term Care Analysis
AGP will review your insurance requirements in the context of an overall estate plan. We can also work with you and your insurance advisor to make sure a sound plan is in place for your long-term care. Insurance company ratings can help in selecting the right carrier and we can make that data available to assist in your selection.
Investment Portfolio Performance Reviews
As an agreed upon procedure, AGP can review your investment accounts monthly, quarterly or annually to check that transactions have been accounted for and posted correctly. We calculate the rate of return and compare to market benchmarks and can advise on your investment risk profile – is your portfolio properly balanced to your retirement time line? We have close working relationships with several investment advisors in order to give you a personal fit.
Social Security Optimization
Determining when to take social security is no easy task. AGP can help you understand the basic strategies whether you are single, married or divorced. We calculate various scenarios as well as the tax implications and how to coordinate with your other retirement funds.