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Managed Wealth Financial is a financial organization based in Maumee, OH, with multiple locations across Ohio, Utah, Idaho, and Washington. They offer a range of services including insurance products through World Financial Group Insurance Agency, LLC. Their team of professionals, associated with World Financial Group, Inc., provides personalized financial solutions to individuals, although individual experiences may vary. Managed Wealth Financial is not affiliated with World Financial Group, Inc., but their agents are licensed through World Financial Group Insurance Agency, LLC. They do not provide tax or legal advice and recommend consulting with independent professionals for specific situations. With headquarters in South Jordan, UT, Managed Wealth Financial aims to assist clients in achieving their financial goals.Generated from the website

Rick Bechtel, President & CEO of Bechtel Financial Services, Inc., is a seasoned veteran of the Financial Services industry with over 35 years of experience helping clients. Rick founded Bechtel Financial Services, Inc. in 1990 to provide clients unbiased, independent, custom-tailored advice. Evan Bechtel, Vice President, helps individuals build a foundation of trust in the financial industry. Jeff Redman, Vice President, has over 30 years of experience in the financial services field focusing on retirement planning, retirement income planning, and succession planning. He has an extensive background working with pre-retirees, retirees, professionals and high net-worth individuals.

Branden Higley - Western & Southern Life in Maumee, OH offers a comprehensive range of life insurance products, including whole life, universal life, and term life insurance, as well as additional insurance options such as key person insurance and critical illness coverage. Their team provides valuable resources and guidance on the importance of life insurance, how it works, and determining the right coverage amount for individuals and businesses. In addition to life insurance, Branden Higley - Western & Southern Life also specializes in retirement planning services, offering annuities, IRAs, and small business retirement plans. Their expertise extends to estate planning, providing insights on wills, trusts, and inheritance taxes, ensuring clients have a well-rounded approach to financial security and future planning. Generated from the website