Agape Investment
Advisors
Agape Investment: Trusted Advisors
Your trusted partner in financial stewardship. With a commitment to integrity and personalized service, we offer tailored investment strategies to help you achieve your financial goals with confidence and peace of mind.
Wealth Management & Investment Planning
Investment Management
Active portfolio managers who specialize in individual stock selection and macro risk management. We will also help with asset
allocation for accounts held away in 401ks.
allocation for accounts held away in 401ks.
Retirement Planning
We work with our clients to collaborate on their retirement income plans and ensure we cover inflation risk, interest rate sensitivity, market fluctuations, unexpected and rising medical costs, longevity risk and potential changes to taxes.
Financial Education
A large part of our time together is dedicated to explaining the current environment, how it relates to your portfolio and situation and how we intend to capitalize on the opportunities in front of us.
Insurance Assessment
Although we do not sell any insurance products, we will access your insurance needs and discuss all available options with you to cover the gap
Estate Planning & Management
Although we are not Attorney’s, we help clients in guiding them through their estate planning process from beneficiary designations to trust management and services as needed.
Proactive Tax Planning
Most often CPAs take a passive role in tax planning for individuals, our focus is on capitalizing on opportunities to save you money today and in the future with pro- active tax planning strategies.
The Agape Mission
Our mission is to build the foundation of a secure future and help you navigate uncertain waters.