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ARGI Financial Group is a member of the AMA Insurance Agency Trusted Source Network.SM This network was specifically created to help physicians cut through the clutter and simplify the search for a trusted financial professional.  Heavy work schedules combined with financial management can be overwhelming, often leaving critical risks to financial security unaddressed. ARGI provides the expertise and experience to help with your financial and practice issues.

ARGI has passed a stringent process of due diligence and screening, including a thorough review of our background and professional references, to be included in this network. The Trusted Source NetworkSM is truly an elite group of professionals with the integrity, knowledge, and experience needed to effectively address the unique financial needs of physicians.

ARGI Financial Group’s Services Provided to Physicians:

Personal Financial Planning to include:

  • Financial Position
  • Individual Risk and Coverage Assessment
  • Wealth Planning Strategies
  • Income Tax Planning
  • Retirement Savings Planning
  • Legacy Planning
  • Education Planning

With ARGI as your financial partner, you are able to focus your time on work, family, and the activities you enjoy, instead of dealing with financial issues and worries.  With ARGI by your side, you gain the peace of mind that comes from knowing you have a team dedicated to planning accordingly for your life goals.

Practice Management Consulting:

ARGI’s Professional Practice Group is a team of specialists designed to offer practice owners financial freedom through planning for financial protection, well-planned business growth, and efficiency in managing employee benefits. If you are a practice owner, please CLICK HERE for more information on ARGI’s Professional Practice Group and the practice services we provide.

ARGI Financial Group, AMA and NPC are separate and unrelated companies.
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Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through ARGI Investment Services LLC, a Registered Investment Advisor.  ARGI Financial Group, ARGI Investment Services and NPC are separate and unrelated companies.