注册金融
规划师™服务

Our planners can help you make informed
decisions through a personal financial plan.

Start developing your financial plan

AGH's planners can help business owners and key employees develop a personal financial plan. This plan can help clarify decisions about wealth building and preservation, succession planning and other items that influence financial independence or other goals.

See how our financial planning could help you and your staff.
联系 us to learn more.

注册金融 规划师™服务

Consider who 好处

Organizations that are preparing for an ownership and/or leadership transition

Organizations whose leaders and owners either have significant assets or are concerned about a lack of assets

Family-owned or closely held businesses whose next-generation owners and leaders could benefit from an understanding of financial planning

Employees or individuals who have significant assets and seek to understand how to build and preserve their wealth

Consider the 好处

Retain key employees by providing significant personal benefit and enhancing their financial peace of mind

Reduce likelihood of personal financial problems for key employees that could affect employee productivity and effectiveness

Reduce employee stress by creating a financial roadmap to reach personal and financial goals, including 退休计划

Set the stage for more successful transitions in 家族企业es by helping owners and next-generation owners/leaders understand their financial picture

How AGH's 注册金融 规划师™服务 can help your organization

Are your finances where they need to be in order to meet your personal and financial goals? If not, how can you get there? AGH's 注册金融 Planners™ (CFP®) can help business owners, leaders and employees make informed personal and professional decisions and reduce financial stresses through development of a personal financial plan. 基于你的目标, a personal financial plan evaluates and incorporates recommendations for cash management, 退休计划, 遗产规划, 税收筹划, risk management and 资产管理.

Our CFPs® are part of a small minority who offer fee-only planning services without selling financial products or investments in order to deliver recommendations without regard for commission fees. An AGH affiliate can assist with 资产管理, or our CFPs® can also work with an organization or individual's current asset manager to match specific assets against the recommendations of the financial plan.

Learn how AGH can help you develop a personal financial plan. 点击开始.

布拉德·贝克特尔

Senior Vice President
Employee Benefit 服务

布拉德·贝克特尔 leads AGH’s employee benefit services (EBS) division, which serves clients nationwide. EBS is one of the region's largest providers of retirement plan recordkeeping services for daily valuation plans. The division provides 咨询 services to clients on employee benefit plans, including plan design, 实现, 操作, fiduciary due diligence, 合规, and through affiliate AGH Wealth Management, discretionary and non-discretionary investment fiduciary services, investment advisory services and employee education.

Bechtel is experienced in executive compensation, including non-qualified, 幻影股票, top hat and excess benefit plans, as well as other deferred compensation approaches. He has consulted for numerous Fortune 500 corporations on investment management and fiduciary due diligence. He also provides search and selection due diligence 咨询 services for companies seeking new investment and recordkeeping providers for their qualified plans. Bechtel is a registered investment advisor who holds Series 7, 24 and 66 FINRA registrations, and he is a member of the American Society of Pension Professionals & 精算师.