Welcome to our Web Site,

As the founder and president of AMG Legacy Planning LLC., an independent financial securities firm, our top priority is to offer objective solutions designed according to our client’s unique financial situation. These financial plans are based on your life. We offer comprehensive, objective financial advice to clients who desire a high level of personal service along with wealth management service. You will receive sound advice on all your financial planning needs for you and your family. We also specialize in financial planning for your business needs.

We partner with National Financial which provides correspondent clearing services through National Financial Services LLC in the U.S. and Fidelity Clearing Canada ULC in Canada. Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services. As of August 31, 2013, National Financial Services LLC serviced 20 million accounts representing $2.8 trillion in assets.

I encourage you to use this website as a resource for all your financial needs, and we will continue to provide updated links to commentary and insight alike. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Please don’t hesitate to contact me directly with any additional questions. I look forward to working with you.

 

 

 

Allen M. Gonzalez

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →