Asset Management Group Employee Directory

Looking forward to the golden years? We are a local independently owned firm with no allegiance to anyone but our clients. There is no home office giving us a list of products or services to promote or push. Our advice is totally centered on our clients' goals. Established in 1988, Asset Management Group has over 30 years of experience in the manag... ement of stock, bond, and Mutual fund portfolios. We currently assist clients in more than 35 states across the nation. Regardless of location, our experience gives us valuable insight to guide clients through many kinds of situations and economic environments. If you are looking for an aggressive, outside-the-box, or fast-paced investment environment, we are probably not the firm for you. We believe a disciplined, conservative, balanced approach to investing is the wise approach to seeking financial independence. Even if youre not making big bucks in your first job, its not too soon to begin investing or planning for your retirement. We will conduct a retirement plan analysis, create retirement projections, and help you establish a plan to help give you a healthy financial start. Marriage changes your financial picture and not just because of wedding day expenses! We will help you understand how to make the most of your incomes and employment benefits to best take care of each other. You want the best for your children. We will help you preserve your future assets and maintain a diversified portfolio so that your household may remain financially stable as your children grow up. We will also help you plan for funding college its never too early to start! When handled properly, inheritances can become gifts that keep on giving. We will help you manage and reinvest inheritances to preserve and extend the gifts your loved ones worked so hard to leave for you. In an era where job hopping has become increasingly common, we stand ready to discuss rollover options and reevaluate your retirement plan when its time for you to take a new professional avenue. With both ...Read More