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Cash Balance Plans: What You Need To Know About Them

by AOG Wealth Management

Many companies offer cash balance plans to employees as part of their benefits package. They are a type of pension plan where the employer credits a set percentage of a qualified employee’s annual compensation plus interest charges. AOG Wealth Management, an experienced provider of wealth management solutions in the area, discusses this further.

How to Build a Balanced Portfolio

by AOG Wealth Management

As an investor, it’s important to understand the asset allocation that works best for your personal investment goals and risk tolerance. Building a portfolio is a systematic method to keep your financial strategies aligned.

Why You Should Work With a Wealth Management Advisor

by AOG Wealth Management

Financial decisions should be carefully planned as significant amounts are at stake. A wealth management advisor helps you manage your assets and assists with your investment choices.

7th Annual March Madness Open House – March 22nd

by AOG Wealth Management

On Friday, March 22nd, AOG will be hosting our 7th Annual March Madness Open House at our offices located in Great Falls. Come by our office anytime between 3:00 p.m. – 7:00 p.m. for food, friends, and to cheer on your favorite teams! Details and RSVP information is found below.  

AOG’s 23rd Annual Holiday Party

by AOG Wealth Management

AOG celebrated the end of 2018 and the holiday season with clients, friends and colleagues at their 23rd Annual Holiday Party, held again at the Ritz Carlton in Tyson’s Corner.  Guests enjoyed a lighthearted Year in Review presentation by AOG Wealth Management CEO Fred Baerenz, inspiring words from volunteers with the charitable organization David’s Hope, […]