Money remains one of the most significant stressors for young adults. Discover how Gen Z is redefining financial wellness as part of self-care, and why your relationship with money directly impacts your mental and emotional health.
关于我们
Integrity, innovation and excellence since 1983. When your life savings are at stake, you need advice you can trust. You need a financial planner who is objective. You need a relationship with a firm that promises always to put your interests first, a firm with proven experience and the right professional credentials. Asset Management Group, Inc. may give you peace of mind that comes with knowing you have planned prudently for your future. Your investments will be conservative, so that you won't worry about running out of money during your retirement. Your loved ones can be protected. You can set aside money to send your children to college and create a plan to achieve whatever you want from life. We attribute our success to the following six elements: 1. Character: The integrity, honesty and trust-worthiness we exhibit are paramount to a functional relationship with our clients. 2. Chemistry: A connection between us and our clients engender confidence and satisfaction in our relationship. 3. Caring: We make every effort to work in the best interest of our client. 4. Confidence: Our clients have expectations about our capabilities, expertise, experience and professionalism that must be met and, ideally, exceeded. 5. Consultative: Our ability to combine and deliver the multitude of strategic, product, service and behavioral aspects of wealth management to our clients in a way that create a "customized" solution and experience. 6. Cost Effective: Our clients expect to pay for the expertise of an advice professional, but they want to pay a fair price for the right service. Asset Management Group, Inc. Blog- amgplanning.wordpress.com Federally regulated by the US Securities and Exchange Commission, Asset Management Group, Inc. is a registered investment advisor offering high net worth individuals personal advice.
- 网站
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http://www.amgplanning.com
Asset Management Group, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Stamford，CT
- 类型
- 私人持股
- 创立
- 1983
- 领域
- Financial Planning、Risk Management和Investment Management
地点
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主要
获取路线
60 Long Ridge Road
Suite 305
US，CT，Stamford，06902
Asset Management Group, Inc.员工
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LeGrand S. Redfield, Jr. CLU, ChFC, CFP®
President/ CEO at Asset Management Group, Inc.
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David Maier
RULE 31 LISTED GENERAL CIVIL MEDIATOR at TENNESSEE SUPREME COURT & CERTIFIED MEDIATOR FOR ARKANSAS CIRCUIT COURTS-CIVIL DIVISION.
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Jim Kasper
Owner, Asset Management Group, Inc.
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Ryan Hannifan
University of Wisconsin-Madison
动态
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People are spending more on their cards and paying down less. Here are some tips for reducing your debt, plus many questions answered about a potential 10% cap on interest and managing credit card debt.
Why Transferring Credit Card Debt Won’t Pay It Off
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Price hikes have moved the Happiest Place on Earth out of reach for many Americans, alienating parkgoers and worrying executives. ”It was really stressful for me thinking all the time about how much we were spending.”
Even Disney Is Worried About the High Cost of a Disney Vacation
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Happy retirees know that by investing for tomorrow, potentially with stock dividends, today doesn’t have to be perfect.
5 Keys to Investing Like a Happy Retiree and Retiring Sooner
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Why the FOMC Targets 2% Inflation Rate
Why the FOMC Targets 2% Inflation Rate
http://amgplanning.wordpress.com
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While plenty of older adults are still flocking to warmer climates, Americans’ migration to the Sun Belt is slowing, with the change most pronounced among young and older adults, those from 20 to 29 and from 60 to 69. In a changing environment, flexibility is key. If you want to commit to retirement in a disaster-prone area, here's how to test the waters before you do.
Barron's Daily: Move Over, Florida. Retirees Are Making New Plans as Climate Change Raises Costs.
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Here's what to know before joining an investment group with your pals.
From Kiplinger's: Friendly Wagers
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Check out this list of 4 things that don't require a lot of time or money, but can get you in the right frame of mind to figure out if entrepreneurship is the right fit for you.
Want to Be an Entrepreneur? Start With These 4 Simple Steps.
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The next five years can be a turning point in your financial future. Whether your goal is early retirement or building long term wealth, having this plan will guide you in making retirement a reality.
How To Create A 5-Year Plan To Retire Wealthy Starting In 2025
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A briefing on what you need to know for markets in the days ahead, including exclusive commentary from Barron's and MarketWatch writers.
Barron's Daily: Meta Stock Has Soared During Trump Presidency. How Zuckerberg’s Leaving Mag 7 Rivals Behind and 5 Other Things to Know Today.
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