Asset Management Group - Create, Preserve, Protect. . .

Create, Preserve, Protect. . .

Are you interested in knowing more about your financial future but unsure about where to go?  Financial planning can seem like a scary proposition, but it could be the difference between just getting by and having the comfortable lifestyle you’ve always wanted.  At Asset Management Group, we’ll sit down with you, discuss your needs and your wants, and come up with a way to help you get there. 

 

Asset Management Group has built its reputation on providing superior service and support to clients by valuing wealth accumulation, preservation and protection.  We help you develop and implement strategies to help turn dreams into realities.  We’re committed to educating our representatives so they can provide a thorough planning approach to meet client needs and goals. 

 

With an experienced team of financial professionals serving the Washington D.C.-Metro area, we provide customized financial solutions for thousands of clients.  Our expertise covers a vast range of products from protection planning to investments suitable for everyone including individuals, families and businesses.

 
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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.

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Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

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.

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