Anthony Glomski
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rss descenPGDC Contributing Author - Anthony Glomski
http://167.99.228.50/pgdc/pgdc-contributing-author-anthony-glomski
<!--paging_filter--><p>The Planned Giving Design Center is pleased to welcome new contributing author Anthony Glomski, Principal and Founder of AG Asset Advisory, an SEC-registered investment advisory firm.</p>
<p><a href="http://167.99.228.50/pgdc/pgdc-contributing-author-anthony-glomski" target="_blank">read more</a></p>http://167.99.228.50/pgdc/pgdc-contributing-author-anthony-glomski#commentsGeneralAnthony GlomskiMon, 25 Apr 2016 14:56:41 +0000randy a. fox1010359 at http://167.99.228.50Philanthropy and the Tech Entrepreneur: 3 Smart Ways to Use Your Wealth for Maximum Social Impact
http://167.99.228.50/pgdc/philanthropy-and-tech-entrepreneur-3-smart-ways-use-your-wealth-maximum-social-impact
<!--paging_filter--><p>New author Anthony Glomski makes us aware that there's a new category for giving, that of giving by the tech entrepreneur and that their approaches need to be considered quite differently.</p>
<p><a href="http://167.99.228.50/pgdc/philanthropy-and-tech-entrepreneur-3-smart-ways-use-your-wealth-maximum-social-impact" target="_blank">read more</a></p>http://167.99.228.50/pgdc/philanthropy-and-tech-entrepreneur-3-smart-ways-use-your-wealth-maximum-social-impact#commentsValues-BasedAnthony GlomskiMon, 25 Apr 2016 14:50:03 +0000randy a. fox1010358 at http://167.99.228.50What We Do
http://167.99.228.50/g/anthony-glomski/page/what-we-do
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<!--paging_filter--><h3>We act as the Personal Chief Financial Officer (CFO) for a select group of successful business owners and tech entrepreneurs approaching a liquidity event to help them make smart decisions with their money</h3>
<p class="font_7">We have a 5-Step Collaborative Process and do a case study to help address each of these areas of concern:</p>
<ul>
<li class="font_7">Preserving your wealth</li>
<li class="font_7">Mitigating taxes</li>
<li class="font_7">Ensuring your assets aren't unjustly taken</li>
<li class="font_7">Transferring to heirs and others</li>
<li class="font_7">Maximizing charitable giving and planning</li>
</ul>
<p class="font_7"><img alt="" class="imagecache-Large" src="http://www.pgdc.com/sites/all/files/imagecache/Large/domain/images/e30809_5995927eed1c45c8b34e1b0ef9e562b4.png" title=""></p>
<p class="font_7">We have assembled an expert team of some of the best minds in accounting, legal and tax. As alumni of KPMG and Wharton, we have a strong network to leverage and an ability to identify some of the best in class. Our wealth management process helps to sort out whether it makes sense to work with your existing providers or if someone else may have a bigger impact for you.</p>
<h4 class="font_7" style="text-align: center;"><strong>NEXT STEPS</strong></h4>
<p class="font_7">This all begins with a Discovery Meeting. This is an in depth consultation that helps us identify where you're at, where you want to go, and identify any gaps that may exist. Most everyone that has gone through this meeting has derived several benefits. </p>
<p class="font_7">We have a small number of clients and don’t decide to work with anyone until after having three in depth exploratory meetings. This relieves the pressure and helps us to focus on what is most important—you.</p>
<p class="font_7" style="text-align: justify;"><a href="http://www.agassetadvisory.com/#!second-opinion-service/c10g" target="_self"><span class="color_3">REQUEST OUR SECOND OPINION SERVICE</span></a></p>
<p class="font_7"><a href="http://www.agassetadvisory.com/#!what-is-wealth-management/caag" target="_self"><span class="color_3">MORE ABOUT TRUE WEALTH MANAGEMENT</span></a></p>
Anthony GlomskiWed, 20 Apr 2016 18:55:52 +0000melody.griffin1010332 at http://167.99.228.50Five Step Process
http://167.99.228.50/g/anthony-glomski/page/five-step-process
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<!--paging_filter--><h3>Our consultative process begins with learning about you</h3>
<p class="font_7">We approach each new engagement with a time-tested, collaborative process. This allows us to have an open dialogue in which we learn about your values and goals while working with you to tailor a plan to help meet them.</p>
<p class="font_7"><img alt="" class="imagecache-Large" src="http://www.pgdc.com/sites/all/files/imagecache/Large/domain/images/e30809_dbc63e9a45574b47bfd63aa6c1c0dac3.png" style="margin: 10px; float: left;" title="">At our initial meeting, we conduct a discovery interview. We examine your current situation, your values, the goals you would like to achieve and how we can maximize the possibility of achieving those goals.</p>
<p class="font_7">At this meeting, we present our diagnostic of your current situation and our recommendations for how we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together.</p>
<p class="font_7">We are ready to make a mutual decision about whether our firm can add substantial value. Should we choose to work together, we commit to each other to work toward achieving everything that is important to you and your family.</p>
<p class="font_7">Paperwork can be overwhelming. We try to make your life easier by helping to organize and sort things out. We also ensure you are comfortable with login process, and answer any questions you may have about what is happening with your money.</p>
<p class="font_7">These meetings provide us an opportunity to review any major changes in your personal or financial situation, and review your overall progress toward your long-term financial goals. We’ll also begin the implementation of advanced planning.</p>
Anthony GlomskiWed, 20 Apr 2016 18:50:56 +0000melody.griffin1010331 at http://167.99.228.50What is Wealth Management
http://167.99.228.50/g/anthony-glomski/page/what-wealth-management
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<!--paging_filter--><h2>Working with a team that redefines wealth management</h2>
<p class="font_7"><span style="font-style:italic;">Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You’ll almost definitely get ten different answers, and most are likely to be heavily focused on investing.</span></p>
<p class="font_7">A true wealth manger effectively delivers in all three key areas below in a measurable way. Our process is collaborative—we work together to accomplish goals and hold each other accountable. Whether it is a business exit strategy, formation of a trust, advanced retirement plan, etc. we have a means, process, and work closely with a team of experts to help keep us on track and moving toward the goal of completion.</p>
<p class="font_7">Clients of AG Asset Advisory benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management. Our goal is to work with a select group of successful clients where we can have a significant impact. This “significant impact” comes from a collaborative approach with our clients and executing in these three areas:</p>
<h4 class="font_7" style="text-align: center;"><img alt="" class="imagecache-Large" src="http://www.pgdc.com/sites/all/files/imagecache/Large/domain/images/e30809_fd6522b178854759a1fcd34bc91c6363.png" title=""></h4>
<h4 class="font_7" style="text-align: center;"> </h4>
<h4 class="font_7" style="text-align: center;"><strong>INVESTMENT CONSULTING</strong></h4>
<p class="font_7">Most advisors perform this service—some do it very well. Ours is focused on wealth preservation. We want you to keep the money that you have worked hard to earn.</p>
<p class="font_7">Many of our investments are made through Dimensional Fund Advisors, which uses advanced portfolio design and trading to maximize returns on a variety of mutual funds. <span style="text-decoration:underline;"><a href="http://www.agassetadvisory.com/#%21dimensional-media/qidxl" target="_self">To see more information about Dimensional and their services, click here.</a></span></p>
<h4 class="font_7" style="text-align: center;"> </h4>
<h4 class="font_7" style="text-align: center;"><strong>ADVANCED PLANNING</strong></h4>
<p class="font_7">This is where we go the extra mile. Through our Discovery process, we identify where you are at and where you want to be. Our role is to help bridge the gaps to get you where you want to go. Advanced planning has four key components:</p>
<ul>
<li class="font_7">Mitigating taxes</li>
<li class="font_7">Ensuring your assets aren't unjustly taken</li>
<li class="font_7">Transferring to heirs and others</li>
<li class="font_7">Maximizing charitable giving and planning</li>
</ul>
<h4 class="font_7" style="text-align: center;"> </h4>
<h4 class="font_7" style="text-align: center;"><strong>RELATIONSHIP MANAGEMENT</strong></h4>
<p class="font_7"><span style="font-weight:bold;">Client Relationship Management: </span>We intentionally work with a small group of select clients. This enables us to understand our clients' critical needs. We work closely in collaboration to meet those needs over time through a consultative process.</p>
<p class="font_7"><span style="font-weight:bold;">Expert Relationship Management: </span>This is where our role of Personal CFO begins to have significant impact on your overall financial picture. Our clients need and want this, but often lack the time and expertise to effectively manage the expert team of professionals.</p>
<p class="font_7">We assemble and manage a network of financial experts whom we consider some of the best minds in accounting, legal, and tax. In addition, we position ourselves to work effectively with our clients' current professional advisors.</p>
Anthony GlomskiWed, 20 Apr 2016 18:43:03 +0000melody.griffin1010330 at http://167.99.228.50Asset Advisory LLC
http://167.99.228.50/ad/anthony-glomski/asset-advisory-llc
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<a href="http://www.agassetadvisory.com/" target="_blank">http://www.agassetadvisory.com/</a> </div>
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Anthony GlomskiWed, 20 Apr 2016 16:48:16 +0000melody.griffin1010329 at http://167.99.228.50