Our firm is built on the principle that education is the key to success, and that is why we have opened the virtual doors to AAG Academy, a place to learn about the complexities of building a comprehensive approach to your financial planning needs.  Here, you will find guidance on various topics and tools to keep your progression towards a rewarding retirement on track. Lessons occur in the form of monthly financial planning and investing newsletters, practical guides for in-depth discussions of key issues and effective checklists to sharpen your skills.  These valuable resources provide a wealth of information for novices and experts alike. Do you consider yourself a financial scholar but have family members or friends looking to expand their knowledge?  We welcome you to share this link to AAG Academy and encourage you to check back often, as we will be updating material regularly.  Let’s get started.

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We aim to release two newsletters a month, one focused on financial planning and another on investing.  If you are interested in having our monthly newsletters delivered directly to your email inbox, choose what topic you prefer and submit this form.  Thank you for your interest in our newsletters.

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The information in our Newsletters is of a general nature and is provided solely for informational purposes; it is not individualized and does not constitute investment advice or an offer to buy or sell any security, product, service or investment.