Asset
Advisory Group, Inc.
Client Profile
The average Asset Advisory Group
client has over a million dollar net worth. Clients may have several types of
accounts and may include combinations of... or exclusively :
Retirement Plans
Qualified Retirement Plans: (Defined Contributions,
401(k), Defined Benefit. Non-Qualified Retirement Plans) SAR-SEP and SEPs, Plan
Administration.
Trusts
- Peronal Living Trusts
- Charitable Remainder Trusts
- Pension/Benefit Trust
Corporate
- Employee Stock Ownership Plans
- Execution of Stock Options
Rollovers & IRA’S
- Individual Retirement Accounts
- Consolidation of Several IRA Sources
- Roth IRA's
- Roth Conversions
- Educational IRA's Section 529
Individual Trading Accounts
*** We also provide asset advisory selection for
401k employee accounts.
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