Serving Clients in Arlington and Across Northern Virginia
We serve clients from various backgrounds. Our specialty, however, is retirement planning and retirement income solutions. Our advisory team has 100 years of combined industry experience to provide you with the highest level of service and real financial solutions in Arlington. So whether you have retired already, or you are planning for a future retirement, we can help you reach your goals.
For people who are already retired, having a steady income to support routine and unexpected expenses is important. At AOG Wealth Management, we specialize in retirement income strategies so that you can live worry-free. We can help you devise a plan to produce adequate monthly income while safeguarding and preserving the money you worked so hard to accumulate during your working years.
People that have not reached retirement yet are in the savings and growth stage of retirement investing. Our sophisticated tools and financial solutions enable us to map out your retirement plan, and help you determine attainable goals for you to reach along the way.
Our Products and Services
One of the beauties of our boutique firm setting is the varied products and services we offer. At AOG Wealth Management, you’re not limited to a single discipline, like insurance or tax preparation. Instead, you can take advantage of the broad spectrum of specialized services we provide. Some of the products and services we offer include:
- Retirement Plans
- Cash Balance Pension Plans
- 401 (k) Planning
- 403 (b) Planning
- 529 Plans
- Trust and Estate Plans
- Foundation Trusts
- Treasury Bills
- Government Securities
- Common Stock
- Brokerage Accounts
- Alternative Investments
- Small Business Accounting Services
- Life Insurance
For a truly customized wealth management experience from industry professionals working at expert levels in their respective disciplines, choose AOG Wealth Management. We serve clients from across the Metro DC area including Arlington, VA. Call us today at 1-866-993-0203. to get started.