Vogel Wealth Management
Empowering Financial Success
Our Services
Our goal at %%COMPANY NAME%% is to help our clients realize their financial dreams. By offering creative solutions through an open and transparent process, we hope to help empower our clients in achieving financial success.
Asset Allocation & Risk
We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Business & Succession
We help provide you with strategies to potentially increase the efficiency of your business for as long as you own it, and for once you’ve decided to move on.
Income Planning
We’re here to help you navigate throughout the income planning phases and to help you utilize tax advantaged vehicles in order to accomplish your retirement income goals.
Life Insurance
Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass away. It can also offer a number of benefits that may make it a valuable tool.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Our Tools
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Color of Money Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.
Reach Out To
Our Office
To learn more about how the %%COMPANY NAME%% team can be of assistance to you,
give us a call at 402-597-2304 or fill out the form below.
