America Group offers you honest, objective guidance, as we understand the challenges you face. At your first meeting, we will sit down with you and ask about your hopes, your concerns and your dreams. We will ask you about your experience with investing and how comfortable - or uncomfortable - you are with risk. We will listen closely to your answers and then we will candidly discuss the challenges that you face. We will also describe two of the keys to successful investing - patience and discipline. We will then use this information to create a customized plan designed with your financial dreams in mind.
“I want to make sure that each and every client receives the personal attention he/she deserves. For that reason, I am careful to bring on only the number of clients that my team and I can serve well.”
- Randy Koenes
Remember, you are not alone. Your relationship with us will be ongoing and personal. We will consult with you periodically, scheduling meetings to implement specific strategies and to ensure that you stay on track. We will be there to guide and track your progress along the way, providing the support and service you want and expect.
America Group is committed to helping our clients take charge of their financial future. We have the experience and knowledge to help you find strategies for your financial life. Give us a call today. You’ll be glad you did.