Our Clients
The average Asset Advisory Group, Inc. client has over a million dollar net worth.
Clients may have single accounts or may include combinations of:
- Individual Investment Accounts
- Individual Grantor Trust Accounts
- Personal Living Trusts
- Charitable Remainder Trusts
- Pension/Benefit Trusts
- Individual Retirement Accounts (IRAs)
- Roth IRA’s and Roth IRA Conversions
- Rollover IRAs
- Educational IRA’s Section 529
Qualified Retirement Plans:
- (Defined Contributions, 401(k), Defined Benefit, Non-Qualified Retirement Plans)
- SAR-SEP and SEP-IRAs
- Corporate Investment Accounts
- Employee Stock Ownership Plans
Execution of Stock Options
*** We provide asset advisory for self-directed 401k employee participant accounts.
***We process the consolidation of several IRA sources
