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

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Car Affordability

How much can you afford to pay for a car?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Newsletters

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

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