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Our service is built on investment advising and sound financial planning. There are many investment vehicles that can be used to build your wealth-and we can assist you in whatever you might be interested. These include stocks, bonds, real-estate, annuities, coins, and insurance. Any other interests? There are many more investment vehicles than listed above. We are here to help you!
We solicit the efforts of local real-estate agents to help you fulfill your dream of financial success. Those agents will be featured on a rotating basis. Abraham Lockhart is not related to any real-estate brokerage services. We can not hold ourselves liable for mistakes made by agencies in real-estate.
In the realm of financial planning for businesses, we can assist you in risk-management, pension planning, and key-man insurance.
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CollegeAmerica 529 Plans
Through the Virginia sponsored CollegeAmerica 529 program, offered by the American Funds, you can invest for a child's education. There are many choices on which to build a great foundation. It is a simple application process!
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James A. Carter
Independently licensed in Life, Health, Annuities, and Variable Contracts. James is a Registered Representative in investment advising at Abraham Lockhart Investment Advisory.
804-829-9805
Periodically we will introduce our website visitors to a different Richmond area agent. These agents represent an individual agency and we hope to give you a broad range of insurance opportunities. Abraham Lockhart is totally independent of these agents.
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Edward Gardner, CFBS
Certified Family Business Specialist
Registered Representative
egardner@agifinancialservices.com
A Summa Cum Laude graduate of the University of Tennessee and a Certified Family Business Specialist, Ed brings over 35 years of experience to AGI both working for and owning small to medium sized businesses.
As a founding partner of AGI Financial Services his main responsibilities include working with associations, groups and individuals to formulate and implement a lifelong plan based on listening to and focusing on the clients’ needs.
It is his goal to develop lasting relationships with his clients based on caring and trust by maintaining regular contact, periodic reviews and other high quality services and products.
• Disability Insurance
o DI Buy/Sell
o Needs Analysis
o Group Plan Wrap-Around
• Life Insurance Analysis
o Cost Efficiency and Performance
o Contractual Arrangement
• Long Term Care Insurance
• Retirement Planning
o Pension Maximization, using life insurance
Business and Corporate Services
• Employee Benefits
o Cafeteria Plans
o Health Insurance**
o Life Insurance
o Disability Income Insurance
o Dental Insurance**
o Salary Savings Plans**
• Key Executive Planning
o Financial Resource Analysis
o Estate Analysis
o Executive Fringe Benefits
o Supplemental Retirement Income
o Split Dollar
• Buy/Sell Planning for Partnerships and Closely-held Corporationso
• Multiple Financial Institutions
o Permanent Insurance Products
o Disability Income Insurance
o Fixed Annuities
o Variable Annuities*
o Single Premium Life, SPDA, SPIA
o Deferred Compensation
o Split Dollar
o Tax Sheltered Annuities*
o Long Term Care Insurance
• Employee Benefits
o Individual Health Isurance
o Group Life and Disability
o Group Health Insurance
o Sub-Standard Insurance Replacement
*Securities products and services offered through registered representative of:
MML Investors Services, Inc.
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Deals-Coupons-Incentives...
February 20th
Deals, deals, deals…everyone wants a deal. Of course, that includes you.
The incentive we offer today to gain your business is a TWO-for-ONE SPECIAL. If you encourage your neighbors’, your family members (not the same household though unless they are from a different family,) your acquaintances, your doctors and other professionals you use-to open accounts (equal value-or close or more) with Abraham Lockhart Investment Advisory, YOUR investment business will be free of fees for 2010. That is it-yours will be free!
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John W. Brockwell
This is our current real-estate sales company.
Please call him @ 804-691-9490!
John@TheRealtorPro.com
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(http://www.famis.org/
“FAMIS is Virginia's new low-cost health insurance for children whose families earn too much to qualify for Medicaid but do not have private health ...”
This is a financial planning tool for young families.
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