AGH believes that our clients deserve to make their retirement dreams a reality. Our clients, including families and large corporations, rely on us for honest, accurate assessments and information to help them achieve their individual or company retirement plan goals. Our services include:

  • Designing plans to save as much as possible for retirement
  • Forecasting whether funds will be adequate for individual retirement goals
  • Retirement plan structures, including SEPs, Roth IRAS and 401(k)s
  • Retirement plan audits for companies with more than 100 employees
  • Identifying opportunities to maximize after-tax yield
  • Managing client relationships with money mangers, insurance brokers, attorneys and other key partners

For more information about AGH’s retirement planning services, contact Robert Habif, principal, at

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