About Us
Asset Maximization Group
At Asset Maximization Group (AMG), we believe retirement isn’t about chasing bigger numbers on a statement — it’s about making the most of what you’ve already worked a lifetime to build.
Most financial advisors are trained to grow assets during the accumulation years. Few are trained to guide clients through the distribution phase — the time when every withdrawal, tax decision, and market move matters most. That’s where AMG is different. We are distribution advisors.
We specialize in retirement distribution planning, with a mission to help retirees:
- Reduce lifetime taxes through proactive strategies.
- Protect income so they never have to sell at a loss or worry about outliving savings.
- Maximize wealth for their family, instead of losing it to taxes or poor timing.
Licensed in all 50 states, AMG makes it simple and convenient to work with us — whether in person, over the phone, or via Zoom from the comfort of your own home. Our clients appreciate the ease of connecting with us on their terms, without sacrificing the depth of guidance they deserve.
We serve successful retirees who want more than just “investment management.” They want a clear system, a proven process, and a trusted guide to help them navigate retirement with confidence.
At AMG, we don’t just talk strategy — we deliver it. Our Asset Maximization Plan ensures you keep more of your wealth, secure dependable income, and enjoy the retirement you deserve.