William DeMarco, Financial Advisor

08/10/2026

Looking to meet more local business owners and professionals in Southwest Florida?

Come join us at the next Gulf Coast Business Network event on Wednesday, August 19th, from 4:30 PM to 7:00 PM at Bada Bing Pizza Co.

This is a casual, friendly networking event designed to help people connect, share ideas, and build relationships.

Bring business cards, bring a friend, and come hungry for good conversations — and maybe some pizza too.

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

08/03/2026

When was the last time you reviewed your beneficiaries and trusted contacts?

These details are easy to overlook, but they can play an important role in making sure your financial accounts reflect your wishes and that the right people can be contacted when concerns arise.

Life changes—marriage, divorce, the birth of a child, retirement, or the loss of a loved one—may create a need to update your information. A regular review can help prevent unnecessary delays, confusion, and unintended outcomes.

I believe financial planning should include more than investments. It should also help you stay organized, informed, and prepared for the people who matter most.

Learn why a "Beneficiary and Trusted Contact Review" is important:
https://amfinancialgroup.org/beneficiary-review-bill/

Have questions about what you should review? I’m always happy to be an educational resource.

— Bill DeMarco
Investment Advisor Representative
A&M Financial Group

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

08/03/2026

Most business owners have a plan for the business.

But many do not have a clear plan for what the business is supposed to do for them personally.

That is a big difference.

A business may create income, but is it helping build retirement wealth?

It may provide lifestyle, but is it protecting your family?

It may be valuable, but do you know how you would eventually transition, sell, or step away?

That is where business planning and personal financial planning need to come together.

I work with business owners and professionals throughout Southwest Florida to help organize these pieces — retirement income, investments, tax strategy, protection planning, and succession planning.

Because the business you built should support the life you want.

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

07/30/2026

Join us for the next Gulf Coast Business Network event!

Wednesday, August 19th
4:30 PM – 7:00 PM
Bada Bing Pizza Co.

This is a relaxed networking event for local business owners, professionals, entrepreneurs, and community leaders to meet, connect, and build real relationships.

No pressure. No hard selling. Just good people, good businesses, and good conversations.

And of course, it doesn’t hurt that we’ll be at Bada Bing Pizza Co. — because networking and pizza are a pretty good team.

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

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/