Financial planning to meet your long-term and short-term goals.

Wealth Management

AMI Group, Inc. offers wealth management services since we understand the numerous factors that need to be considered in financial planning.

We’ll help you establish and plan what your short-term and long-term goals are, including:

  • Asset protection

  • Education

  • Income and debt management

  • Intergenerational issues

  • Retirement and 401k

 

We’ll collaborate with you to manage your assets in order to build your wealth and provide you with financial independence to live the life you have always wanted. We will help you build your portfolio and provide you with a customized wealth management plan.

Free Consultation with a Wealth Management Specialist to discuss programs options.

Financial Services for Businesses & Partnerships

Executive Benefits

  • Executive Benefits & Compensation

  • Buy/Sell Funding

  • 401(k)/401(k) Recapture

  • Defined Benefit/Deferred Compensation Plans

  • Business Succession

  • Key Employee/Employee Retention Strategies

  • Business overhead expense disability protection

Plan Designs

  • Understanding your Objectives

  • Custom Plan Designing

  • Compliance and Technical Accuracy

Investment Option

  • Open Architecture 

  • Life Cycle Options

  • Managed Accounts

Employee Education

  • Employee Access to Personal Advisor 

  • Service and Education

  • Increase Participation

  • Increase Contributions

 

Financial Services for Individuals & Families

Individual

  • Life Insurance (Indexed, Whole, Term, UL, Second-to-Die)

  • Long-Term Care (Life & Annuity Hybrids, Traditional)

  • Short and Long Term Disability Income Protection

  • Education & College Funding Strategies

  • Asset Management & Protection

  • Tax & Charitable giving Strategies 

  • Special Needs Planning

  • Retirement Preparedness

Plan Designs

  • Understanding your Objectives & Goals

  • Initial Plan Design and Continued Service

  • Customized to your Ongoing Needs and ever changing goals

Investment Options

  • Open Architecture 

  • Life Cycle Options

  • Managed Accounts

  • Mutual Funds

  • 529s

Education

  • Access to Personal Advisor 

  • Service and Education

  • Budgeting & Education based upon your needs

  • Trans Generational Education for the Heirs/Beneficiaries