AMDG Financial Joins Aspire Financial Services’ 403(b) Advisor Network
AMDG Financial, a fee-only fiduciary Registered Investment Advisory firm, recently joined Aspire’s 403(b) Advisor Network, enabling it to use the Aspire 403(b) platform to work with faculty and staff in five districts/colleges in suburban Detroit.
Plymouth, MI, July 21, 2016 --(PR.com)-- AMDG Financial, a fee-only fiduciary Registered Investment Advisory firm, can now assist employees in five southeast Michigan school districts with enrollment and investment selection related to their 403(b) accounts. The firm recently joined Aspire's 403(b) Advisor Network, enabling it to use the Aspire 403(b) platform to work with faculty and staff in the following districts/colleges:
· Ann Arbor Public Schools
· Livonia Public Schools
· Plymouth-Canton Community Schools
· Walled Lake Consolidated Public Schools
· Schoolcraft College
“At AMDG Financial, we specialize in working with individuals and families. We review all aspects of their financial situations and create plans to help them achieve their goals, which often include a comfortable retirement,” said Wayne Titus, CPA, PFS, AIFA®, founding member of AMDG Financial. “We’re excited to offer our services through the Aspire Network to help school district employees make appropriate choices for their 403(b) investments. As a fiduciary firm, we are obligated to work in the best interests of our clients at all times in all situations, and that has enabled us to create long-term, trusted relationships with our clients,” Titus added.
Aspire is an approved 403(b) vendor in more than 3,500 U.S. school districts in the U.S. The company’s enhanced 403(b) enrollment portal features web-based search capabilities, making it easier for participants to locate a plan, its fund options, and associated financial advisers. AMDG Financial is one of five to eight approved advisers for each school district and Schoolcraft College. Aspire Financial Services does not endorse or approve the advisers in its network, but provides them as choices for plan participants seeking advice related to their 403(b) plans.
About AMDG Financial
AMDG Financial (http://www.amdgservices.com) is a fee-only fiduciary registered investment adviser (RIA) in Plymouth, Michigan. The firm manages approximately $90 million in assets for clients. AMDG Financial was one of the first 10 firms globally to be certified by the Centre for Fiduciary Excellence (www.cefex.org/advisor) as following global best practices for investment adviser fiduciaries. The company’s credo is, “From financial wisdom, better stewardship.”
· Ann Arbor Public Schools
· Livonia Public Schools
· Plymouth-Canton Community Schools
· Walled Lake Consolidated Public Schools
· Schoolcraft College
“At AMDG Financial, we specialize in working with individuals and families. We review all aspects of their financial situations and create plans to help them achieve their goals, which often include a comfortable retirement,” said Wayne Titus, CPA, PFS, AIFA®, founding member of AMDG Financial. “We’re excited to offer our services through the Aspire Network to help school district employees make appropriate choices for their 403(b) investments. As a fiduciary firm, we are obligated to work in the best interests of our clients at all times in all situations, and that has enabled us to create long-term, trusted relationships with our clients,” Titus added.
Aspire is an approved 403(b) vendor in more than 3,500 U.S. school districts in the U.S. The company’s enhanced 403(b) enrollment portal features web-based search capabilities, making it easier for participants to locate a plan, its fund options, and associated financial advisers. AMDG Financial is one of five to eight approved advisers for each school district and Schoolcraft College. Aspire Financial Services does not endorse or approve the advisers in its network, but provides them as choices for plan participants seeking advice related to their 403(b) plans.
About AMDG Financial
AMDG Financial (http://www.amdgservices.com) is a fee-only fiduciary registered investment adviser (RIA) in Plymouth, Michigan. The firm manages approximately $90 million in assets for clients. AMDG Financial was one of the first 10 firms globally to be certified by the Centre for Fiduciary Excellence (www.cefex.org/advisor) as following global best practices for investment adviser fiduciaries. The company’s credo is, “From financial wisdom, better stewardship.”
Contact
AMDG Financial
Wayne Titus
734-737-0866
www.amdgservices.com
msgwrks ltd.
Ramey Becker
720-838-7582
ramey@msgwrks.com
Contact
Wayne Titus
734-737-0866
www.amdgservices.com
msgwrks ltd.
Ramey Becker
720-838-7582
ramey@msgwrks.com
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