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Navigating Your Financial Future

Navigating Your Financial Future

Let’s talk! It starts with a conversation. At AG Wealth Advisors, we believe in addressing the short-term while keeping a keen eye on your long-term goals. We can guide you towards a secure and prosperous financial future and enable you to be ready to handle the unexpected.

Established in 2022 and based in Dripping Springs, Texas, we bring a fresh perspective to financial advisory services. We don’t meet clients in a traditional office space. We work from our home office and engage with clients in a secure, on-line environment such as Zoom (video-conferencing). Being virtual means you avoid traffic to get to our office. You can meet us on your lunch break at work, from your couch at home or while you’re on vacation. We don’t hold strict 9-5 office hours so you don’t have to take time off work or hire a babysitter. Many of our clients have moved to a new city, as we have, since we started to work with them. We have been able to “move” with these clients and remain constant.

Despite our recent inception, our team carries nearly 20 years of experience in the financial services industry, bringing a wealth of knowledge and expertise to our clients. We’ll work with your other professional advisors, CPA, and estate attorney to provide a complete plan to meet your expectations.

How We HelpA Look Into Our Process

Focused on your needs comprehensive financial planning and investment advisory strategies over simply acting as transaction agents. Our methodology revolves around ensuring that our clients grasp the significance of both short-term and long-term financial goals. We’re familiar with many corporate benefits, which enables us to maximize your resources.

Lifestyle Planning Process

Introduction Meeting: Discuss financial goals, investing history, and current situation.

Commitment to Planning: Sign contract, provide necessary documents.

Team Introduction: Service Select Team assigned to you.

Phase One - Create and Align Your Goals

Data Review: Discuss input data and gather additional information. Explore all compensation and actionable securities.

Aligning Goals Conversation: Identify risks and opportunities affecting lifestyle and estate planning.

Investment Collaboration Meeting: Explore investment options and design financial portfolios for the immediate and long term.

Presentation of The Lifestyle Model: Customized plan presented with specific recommendations and milestones.

Follow Up Meeting & Signing Party: Review plan, execute forms, celebrate progress.

Phase Two - Risk Management / Estate Planning Process

Review of Risk Management Findings: Identify risks and offer guidance on risk transfer.

Estate Plan Design Meeting: Review and design estate planning documents.

Draft of Attorney Letter: Draft letter outlining decisions for attorney review.

Estate Planning Document Execution: Assist with execution of estate planning documents.

Titling & Beneficiary Review: Adjust asset titles and beneficiary designations as needed.

Investment Statement Review: Walkthrough of investment statements and answering queries.

Family Meeting: Educate heirs on estate planning concepts.

Let’s Get Organized!: Organize documents and statements with a provided planning binder.

Private Client Vault: Training on our online platform for organizational structure and real-time data access.

MEET THE TEAMWho You’ll Be Working With

Al Gonzalez, MBA, CPFA®

Al Gonzalez, MBA, CPFA®

Founder and LPL Financial Planner

I am the Founder and Financial Planner at AG Wealth Advisors, where I specialize in life insurance to safeguard families from potential turmoil and instill the habit of consistent saving. With over 19 years of experience in the financial services industry, I obtained my Certificate of Financial Planning from the University of Texas at Austin in 2021 and the Certified Plan Fiduciary Advisor® (CPFA®) designation in 2023.  I am also bi-lingual in Spanish.

My educational background includes a BSBA in International Economics from Boston University and a MBA in technology management from the University of Phoenix.

Being a native of New York City, I now reside in Dripping Springs, Texas, with my wife and three adult children—a daughter and two sons. Beyond my professional commitments, I’m actively engage with various organizations. I’ve previously served on the Boston University Alumni Association Council and currently hold a position as a Board Member of the Dripping Springs Chamber of Commerce. I’m also a member of the Austin Chamber of Commerce Ambassadors organization, where I leverage my leadership skills to contribute meaningfully.

During my leisure time, I relish traveling, attending sporting events, and delving into a good book. My greatest joy lies in helping individuals plan for the unforeseen with confidence, while caring for their family’s financial security. Ensuring that our clients feel heard and assured that their best interests guide our strategies.

Amy Ricker

Amy Ricker

Client Services Associate

I am a Client Services Associate at AG Wealth Advisors, dedicated to ensuring that the paperwork process is as smooth and seamless as possible for our clients. Whether it involves establishing new accounts or making adjustments to existing ones, I am the go-to person for assistance. With a robust background spanning over 16 years in the financial services industry, I derive immense satisfaction from aiding individuals in navigating the paperwork side of their financial journey.

My passion lies in helping people solve problems by streamlining administrative processes, recognizing that retirement planning encompasses more than just investments – it's about shaping a fulfilling life. While investments are crucial, considerations like social security, risk management, health care, and estate planning are equally significant pieces of the puzzle.

Outside of work, I am happily married to my husband Mark, and we are blessed with six children: Collin, Logan, Emma, Devin, Anna, and Mason. In my leisure time, I find joy in camping, riding side-by-side ATVs at the Oklahoma Sand Dunes, and renovating my home. I also bring a unique perspective to the table, having spent several years in the talk-radio industry delivering financial market reports during morning and afternoon drive times.

Contact UsLet’s Plan On It!

Take the first step towards securing your family’s future by booking a free initial consultation with us today.

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