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.                                                                       

 

Lease Payment

How much would your monthly lease payment be?

Net Worth

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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