Welcome to Vogelsang Asset Management. Our mission is to provide comprehensive financial advice, customized to each client, and delivered with the highest level of personal service and professional integrity. 

As personal financial professionals, we can:

  • Help you clarify and define your goals 
  • Recommend strategies designed to fit your needs
  • Explain how changing financial conditions may affect you
  • Review your financial progress. 

We are an independent branch of Wells Fargo Advisors, one of the nation's premier financial services firms, with over $1.1 trillion in client assets. We have access to established products, services and technology, while being able to offer intelligent financial solutions, in-depth analysis of your investments and regular feedback on your progress.

Currently have an advisor?  Let us give you an independent review of your existing portfolio, with no obligation.  Call us toll-free at (855) 462-0110 or email us at kvogelsang@wfafinet.com to schedule a complimentary meeting.                                                                       

 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

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