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10100 W. Sample Suite 300
Coral Springs, FL 33065

Phone:

954-509-0400    Text Messaging: 954-546-8958

Fax:

844-273-4352

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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Welcome to our Web Site,

As the founder and president of AMG Legacy Planning LLC., an independent financial securities firm, our top priority is to offer objective solutions designed according to our client's unique financial situation. These financial plans are based on your life. We offer comprehensive, objective financial advice to clients who desire a high level of personal service along with wealth management service. You will receive sound advice on all your financial planning needs for you and your family. We also specialize in financial planning for your business needs.

We partner with National Financial which provides correspondent clearing services through National Financial Services LLC in the U.S. and Fidelity Clearing Canada ULC in Canada. Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services. As of August 31, 2013, National Financial Services LLC serviced 20 million accounts representing $2.8 trillion in assets.

I encourage you to use this website as a resource for all your financial needs, and we will continue to provide updated links to commentary and insight alike. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Please don't hesitate to contact me directly with any additional questions. I look forward to working with you.

Cursive signature of Allen M. Gonzalez's in blue ink

Allen M. Gonzalez

Explores how investment strategy changes once retirement begins.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Use this calculator to determine whether you qualify for the different types of IRAs.

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck