What we do
At Agape Wealth Management our mission is to empower our clients to achieve financial freedom. We believe in the sound principal of good monetary stewardship.
As a boutique financial advisory firm, we provide financial coaching and guidance to our family of clients. We specialize in comprehensive financial planning by helping our clients address critical financial events. Critical financial events can be either random or planned but almost always will have a significant impact on your finances and life. Some examples of critical financial events are retirement, purchasing your first home, college education, death or disability of a key breadwinner, or even receiving an inheritance. Comprehensive financial planning is designed to help you plan for or react to these events.
We invite you to begin your journey toward financial freedom!
Here is a list of our services:
Investments
- Mutual Funds
- Educational IRA’s
- Traditional IRA’s
- Roth IRA’s
- Simple IRA’s
- Brokerage Accounts
- Fee Based Accounts
- Separate Accounts and Third Party Money Managers
- 403(b) for State Employees
- Variable Annuities
Planning Services
- Comprehensive Financial Planning
- Retirement Planning
- College Funding
- Estate Planning
- Retirement Income Planning
- Business Retirement Planning and Consultations: 401(k), Money Purchase Plans, Profit Sharing
- Business Exit Strategies
- Tax Planning
Insurance Services
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Fixed Annuities