Our Services
Managed Wealth Financial offers independent strategies in the following key areas:
- Risk management and estate conservation.*
Our services are designed to help you answer the following questions:
- How can I get more from my money?
- How can I reduce my exposure to risk?
- How much money will I need to live comfortably in retirement?
- Am I saving enough?
- What is the best way to save for college?
- Do I have the right amount of life insurance?
We help you keep more of what you've earned. Working with your tax and legal professionals, we'll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes utilizing various products:
- Charitable Strategies & Trusts
- Life Insurance Trusts
- Wealth Replacement Trusts
- Life Insurance
- Fixed and Indexed Annuities