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