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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.

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, […]

AOG in the Community: Welcome to Great Falls!

by AOG Wealth Management

For the past five years AOG Wealth Management has been pleased to be the Platinum Sponsor of Celebrate Great Falls – the organization that is at the heart of the “Community Spirit” of Great Falls.  they organize everything from the 4th of July Parade & Fireworks to the Halloween Spooktacular to the Concerts & Movies […]

4 Tips for Properly Managing Retirement Savings

by AOG Wealth Management

AOG Wealth Management provides investment management services in a boutique setting and, unlike other firms, works with a team of professionals specializing in specific areas of wealth management. This allows us to incorporate more services and platforms, as well as provide our clients with unique financial plans based on said client’s financial goals and risk/reward […]