William DeMarco, Financial Advisor

07/17/2026

Thank you to everyone who came out to the Gulf Coast Business Network event on July 15th at Resurgence Brewing Co. in Fort Myers!

It was a great evening of good people, good businesses, and good conversations. That is exactly why we created this group — to bring local business owners, professionals, entrepreneurs, and community leaders together in a relaxed setting where real relationships can grow.

A special thank you to Resurgence Brewing Co. for hosting us and providing such a welcoming atmosphere.

If you met someone new, don’t let the conversation end there. Follow up, grab coffee, schedule a one-on-one, and keep building the relationship. Great business connections often start with one good conversation.

Looking forward to seeing everyone at the next Gulf Coast Business Network event!

— Bill DeMarco
Founder, Gulf Coast Business Network

07/13/2026

Many business owners spend years building a successful company but very little time planning what happens when they eventually step away.

Some of the most common questions I hear are:
• How do I keep more of what I've earned?
• How do I retain key employees?
• What's my business actually worth?
• How do I transition ownership?
• Will my business provide the retirement I've been working toward?

These conversations aren't just for someone planning to retire next year.

The earlier you begin planning, the more options you typically have.

If you're a Southwest Florida business owner and you've wondered about any of these questions, I'd enjoy having a conversation over coffee.

No pressure—just a chance to exchange ideas.

— Bill DeMarco

https://www.amfinancialgroup.com/

Welcome to A & M Financial Group, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

07/08/2026

Join us at the Gulf Coast Business Network Event:

https://amfinancialgroup.org/gulf-coast-business-network/

07/06/2026

Why retirement planning is different for business owners.

For many business owners, retirement planning is not just about a 401(k), IRA, or investment account.

It is about one bigger question:

Will the business you spent years building actually help fund the life you want next?

That means looking at more than investments. It means thinking through:

- How much income you’ll need
- How your business fits into your retirement plan
- How to reduce tax surprises
- How to protect your family and key employees
- How to eventually exit on your terms

I work with business owners, professionals, and families throughout Southwest Florida to help bring these pieces together in a clear, practical way.

Because retirement should not feel like a guess.
It should feel like a plan.

Advisory Services offered through AMFG Wealth Management LLC, a Registered Investment Advisor.

https://calendly.com/bill-demarco-1/30-minute-meeting-with-bill-demarco

Please follow instructions to book a time with me.Bill DeMarco | Investment Advisor RepresentativeHelping People Make Better Financial Decisions! A & M Financial Group Inc924 Westpoint Parkway, Suite 100Westlake OH. 44145Direct (440) 340-3579Office (440) 249-0397, Ext. 106Fax (440) 249-0110A&M

07/04/2026

Have an Amazing Independence Day!

06/30/2026

The Gulf Coast Business Network brings together business owners, professionals, entrepreneurs, and community leaders who value genuine relationships, meaningful conversations, and the opportunities that naturally come from both.

Come Join us on July 15th from 4:30 PM to 7:00PM. It's free to attend.

For more information & registration:
https://amfinancialgroup.org/gulf-coast-business-network/

06/26/2026

Leaving a 401(k) at a former employer could shrink your nest egg. These steps could help protect your retirement and boost savings.

Left Your 401(k) Behind After A Job Change? It Could Cost You A Small Fortune In Retirement - Forbes Sep 18, 2025

https://advisorstream.com/read/forbes/money/left-your-401k-behind-after-a-job-change-it-could-cost-you-a-small-fortune-in-retirement/?c=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJub2RlX2lkIjo1OTAxNzYsInByZXZpZXciOmZhbHNlLCJjb21tX2lkIjoxNDk4MjA0MywiZGVzdF9pZCI6MTY4NTQxMzUsInJlYWRlcl9pZCI6bnVsbCwicGVyc29uYV9wcmV2aWV3IjpmYWxzZX0.MS42p81ITOXgTUFHbv6JrD_NTqwiqJ7DA7kOMfVpnbg

Leaving a 401(k) at a former employer could shrink your nest egg. These steps could help protect your retirement and boost savings.

06/19/2026

Our dads can be an enigma. Here's some advice on how to understand our fathers better, even if they’re gone. The Wall Street Journal - Jun 15, 2026.

Wishing all the fathers a deeply meaningful and joy‑filled Father’s Day this Sunday. May you feel appreciated, celebrated, and surrounded by the love you’ve poured into others.

Our dads can be an enigma. Here's some advice on how to understand our fathers better, even if they’re gone.

05/19/2026

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05/19/2026

Very professional along with value-add service. Dr Joe will keep you moving forward.

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