Become a Good Steward of Your Finances
AMDG Financial offers articles, videos, presentations and our "Good Steward's Guides" to help you learn more about financial planning and the value of working with a competent, ethical financial adviser. We frequently add new items to this online library, so we invite you to check this page often for the latest tools and downloads!
Reports
Presentations
Instructions for Taking a Comprehensive Financial Inventory (Courtesy of The Michigan Association of Certified Public Accountants)
Financial Inventory Worksheet (PDF) (Courtesy of The Michigan Association of Certified Public Accountants)
Financial Inventory Worksheet (.xls) (Courtesy of the Michigan Association of Certified Public Accountants)
Financial Affairs at the End of Life (PDF) (Courtesy of The Michigan Association of Certified Public Accountants)
Good Steward's Guides
Good Steward's Guide to Finding a Fiduciary Adviser
Good Steward's Guide to Social Security Retirement Benefits
Good Steward's Guide to Charitable Giving
Video Gallery
AMDG Financial's founder, Wayne Titus, discusses why the firm works with Dimensional Fund Advisors when creating investment strategies for clients.
