Managed Assets Group

 

Welcome

Our goal at The Managed Assets Group is to be your most trusted advisor for our integrity, our professional knowledge and our personalized service.

The Managed Assets Group was founded on traditional values; hard work, loyalty, uncompromising quality and personal service.  When we assist you in managing your money, you get all of this and more.  From the moment you enter our office until the time you leave, you are our guest.  You will receive not only financial information and sound advice, but a genuine interest in your well being and friendly conversation.

We are passionate in helping assist our clients in the accumulation, preservation and distribution of wealth.  We help organize your assets, plan your asset allocation strategy, review your insurance, financial, and estate plans to simplify, consolidate, and integrate every aspect of your financial future.  We are dedicated to uncovering what is truly important in your life.

Please consider working with us, and experience for yourself the service our team can provide you.

 

Please click our logo below for an overview of our wealth management system.

                    

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

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