Certified Financial
Planner™ services

Our planners can help you make informed
decisions through a personal financial plan.

Start developing your financial plan

AGH's planners can help business owners and key employees develop a personal financial plan. This plan can help clarify decisions about wealth building and preservation, succession planning and other items that influence financial independence or other goals.

See how our financial planning could help you and your staff.
Contact us to learn more.

Certified Financial Planner™ services

Consider who benefits

Organizations that are preparing for an ownership and/or leadership transition

Organizations whose leaders and owners either have significant assets or are concerned about a lack of assets

Family-owned or closely held businesses whose next-generation owners and leaders could benefit from an understanding of financial planning

Employees or individuals who have significant assets and seek to understand how to build and preserve their wealth

Consider the benefits

Retain key employees by providing significant personal benefit and enhancing their financial peace of mind

Reduce likelihood of personal financial problems for key employees that could affect employee productivity and effectiveness

Reduce employee stress by creating a financial roadmap to reach personal and financial goals, including retirement planning

Set the stage for more successful transitions in family businesses by helping owners and next-generation owners/leaders understand their financial picture

How AGH's Certified Financial Planner™ services can help your organization

Are your finances where they need to be in order to meet your personal and financial goals? If not, how can you get there? AGH's Certified Financial Planners™ (CFP®) can help business owners, leaders and employees make informed personal and professional decisions and reduce financial stresses through development of a personal financial plan. Based on your goals, a personal financial plan evaluates and incorporates recommendations for cash management, retirement planning, estate planning, tax planning, risk management and asset management.

Our CFPs® are part of a small minority who offer fee-only planning services without selling financial products or investments in order to deliver recommendations without regard for commission fees. An AGH affiliate can assist with asset management, or our CFPs® can also work with an organization or individual's current asset manager to match specific assets against the recommendations of the financial plan.

Learn how AGH can help you develop a personal financial plan. Click to get started.

Brad Bechtel

Senior Vice President, Employee Benefit Services

Brad Bechtel leads AGH’s employee benefit services (EBS) division, which serves clients nationwide. EBS is one of the region's largest providers of retirement plan recordkeeping services for daily valuation plans. The division provides consulting services to clients on employee benefit plans, including plan design, implementation, operation, fiduciary due diligence, compliance, and through affiliate AGH Wealth Management, discretionary and non-discretionary investment fiduciary services, investment advisory services and employee education.

Bechtel is experienced in executive compensation, including non-qualified, phantom stock, top hat and excess benefit plans, as well as other deferred compensation approaches. He has consulted for numerous Fortune 500 corporations on investment management and fiduciary due diligence. He also provides search and selection due diligence consulting services for companies seeking new investment and recordkeeping providers for their qualified plans. Bechtel is a registered investment advisor who holds Series 7, 24 and 66 FINRA registrations, and he is a member of the American Society of Pension Professionals & Actuaries.