Investment Planning:

A well-managed financial strategy is critical to your retirement needs. At ATG, we recognize the importance of this issue and have the capabilities to deliver a custom investment plan. Whether you are planning for retirement, saving for college, or starting an investment program for your business, ATG can help. Our fully registered and licensed representatives will help you complete a financial profile to help us determine your financial objectives, your risk tolerance, and attitude about investing. This profile will provide us with the information we need to design an investment portfolio designed around you and your business.

Business Retirement:
  • 401k
  • SEP IRA
  • Simple IRA
  • 457 deferred compensation plans
  • Roth 403(b) accounts
  • 403(b) TSA plans
  • ERISA 403(b) plans
Personal Retirement:
  • Roth IRA
  • Traditional IRA
  • Annuities
  • TSA
  • 529 plans
  • 403(b)


The Allen Thomas Group
4081 N. Jefferson Street
Medina, OH 44256
Ph: 440-826-3676 | info@allenthomasgroup.com


Securities offered through Sigma Financial Corporation, member FINRA / SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.

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