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 Pershing, LLC, the leader in global clearing services and the largest custodian based on their list of broker dealer customers. Pershing is part of The Bank of New York Mellon Corporation, which has in excess of $20 trillion in assets under custody and administration and more than 40,000 employees in 34 countries on six continents. You will have peace of mind, knowing your assets are supported by a worldwide network of financial professionals and the most respected custodian on Wall Street. Recently, Pershing was rated #1 for Customer Statements by DALBAR, Inc., the nations leading financial services market research firm.
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