AGT The Safe Money People is a financial services company dedicated to helping our clients preserve their wealth.  We specialize in working with older adults, for whom the highest financial priorities are safety and growth. We help our clients preserve the wealth they have accumulated over their working lifetimes, and are proud of the fact that when the markets crashed in March 2000 through October 2002 and again in October 2007 through March 2009, none of our clients lost a penny in the avenues we recommended.

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