Our Services

Managed Wealth Financial offers independent financial management and advice in the following key areas:

  • Investment planning, risk management, college funding, retirement planning, and estate conservation.

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • 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?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?

 

 

 

 

 

Managed Wealth Financial is a financial services marketing organization, comprised of Associates of World Financial Group, Inc. (WFG) a financial services marketing company whose affiliates offer life insurance and a broad array of financial products and services. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group Division - Member FINRA/SIPC, and Registered Investment Advisor.  Non-Securities products and services are not offered through TFA.  Insurance products are offered through World Financial Group Insurance Agency, Inc. (WFGIA) or its subsidiaries.  WFG, WFGIA and TFA are affiliated companies.

10653 River Front Parkway; Ste 100; South Jordan, UT 84095 and 801.569.8888

Insurance products offered through World Financial Group Insurance Agency, Inc.,

World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Group Insurance Agency of Wyoming, Inc., World Financial Group Insurance Agency of World Financial Group, Inc. and/or WFG Insurance Agency of Puerto Rico, Inc.