Retire with Clarity

FEE-ONLY • FIDUCIARY • INDEPENDENT

AMD Wealth is committed to helping you feel confident and fully prepared for a successful retirement.

Independent - AMD Wealth Management is not affiliated with any banks, insurance companies, or wire houses, allowing me to give advice without restrictions or pressure to make specific recommendations.
Fee-Only - As a fee only advisor, I do not sell products for a commission or receive compensation from anyone other than you. This allows me to find the best solutions for your needs, without focusing on what products pay me the most.
Fiduciary - Unlike other advisors and financial salespeople, I am legally required to always act in your best interest.
Tax Planning - I take the time to incorporate tax planning into your financial plan, to eliminate surprises in April.
Age - I am positioned to be in business for the duration of your retirement.
Virtual Presence - I am able to meet and work with you on your time virtually, thanks to our suite of modern systems and software.
Dependable Meeting Schedule - I make sure to meet with you at least two times annually, once in the spring while tax season is still fresh on your mind, and again in the fall to wrap up potential opportunities prior to year end.

“How soon can I retire, what will my income look like, and how will I afford the cost of health care?”

“Which retirement account should I be contributing to?”

“Will I run out of money if I withdrawal money from my IRA?”

“My last advisor kept trying to sell me products. Are there any advisors out there that will listen to my needs?”

“Why do I owe money to the IRS every year after filing my tax return?”

“I seem to change my investment strategy every time the market falls…”