United Management Group

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Investment Management, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

96 Years

in Business

(818) 501-0271Visit WebsiteMap & Directions15250 Ventura Blvd Ste 1100Sherman Oaks, CA 91403 Write a Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Sherman Oaks with Investment Management

Encino (3 miles)
Van Nuys (4 miles)
North Hollywood (8 miles)
Tarzana (8 miles)
Northridge (11 miles)
Beverly Hills (11 miles)
West Hollywood (12 miles)
Woodland Hills (13 miles)
Canoga Park (13 miles)
Burbank (15 miles)

More Info

Extra Phones

Phone: (818) 461-9333

Payment method

visa, amex, cash, discover, master card

Neighborhoods

South Valley, Sherman Oaks

AKA

The Clark Group Asset Management

Clark Group Asset Management

Other Links

http://www.clarkgroupam.com

http://www.clarkgroupam.com/home

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investments, Stock & Bond Brokers

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Details

Phone: (818) 501-0271

Address: 15250 Ventura Blvd Ste 1100, Sherman Oaks, CA 91403

Website: http://www.clarkgroupam.com

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United Management Group

Tax Planning
Income tax brackets are also uncertain. Income tax planning includes watching Washington and acting strategically before and after election or legislative outcomes. With the long-term federal, as a percentage of gross domestic product, expected to soar in the next decade, pressure is building for a tax-rate increase.
Charitable Giving
Whether you are offering emotional support to loved ones, volunteering your time to assist an organization, or donating money to charity, you are trying to make the world a better place. Being able to give back to those in need helps one achieve a greater sense of personal satisfaction and purpose in life.
Estate Taxes
Roth IRA
IRAs are more important than ever in creating a strategic financial plan because that is where Americans save for retirement. After retiring, assets in 401(k) accounts can be managed by you in IRAs. For income tax purposes, they are treated the same as 401(k), 403(b) and other federally-qualified retirement accounts. They grow tax-free only until you withdraw money and withdrawals are taxed at your ordinary income tax rate. However, Roth IRAs are totally tax-free, including the withdrawals. Rolling over a 401(k) to an IRA, converting a traditional IRA to a Roth IRA, and planning around how your IRA accounts will be distributed to loved ones or charity upon your demise requires understanding the federal laws on qualified retirement accounts and knowledge of financial economics. The recent passing of the SECURE Act has been a driving factor to being proactive for our clients and their families. The tax advantage of Roth IRAs must be calculated based on your current income vs. potential income, life expectancy, and other factors. Individuals must weight the cost of paying taxes on withdrawals from a traditional IRA or 401(k) to place assets in a Roth IRA and get tax-free income for life as well as estate tax benefits to heirs.
Income Tax

Investment Management
As a fiduciary financial advisor, we have a legal obligation to always act in your best interest and disclose any conflicts that could prevent us from servicing you. Furthermore, our compensation is fee-based which allows us to be completely objective and aligns our incentives with our client’s best interests. We provide clients in the Los Angeles, Orange County, and Southern California area with investment management, retirement planning, portfolio risk assessment, and charitable giving strategies.
Mutual Funds
Bonds
Wealth Management
Slick TV ads often make financial planning and wealth management sound simple, but it’s usually not. At least not if you plan on doing it effectively. Managing wealth requires knowing a lot about highly technical topics, like taxes, government regulations, personal finance, and investing, as well as history, psychology and how to communicate with loved ones about sensitive issues. This article highlights some of the knowledge needed to manage wealth and why it’s often so daunting without the help of an independent fiduciary advisor who is very familiar with your situation.

Accounting Services

Financial Planning
Trusts, prenuptial agreements, insurance, and qualified retirement accounts must be structured to protect your children, spouse, and other loved ones from losing control of assets you give them when you die. That’s a routine part of the new landscape of financial planning for modern families
Retirement Planning
We hope you enjoy these helpful articles about retirement planning, investment management, tax planning, and business issues.
Asset Management
At The Clark Group Asset Management, our goal is not just to grow your money but to preserve it as well. We understand that most investors do not have the tolerance to ride through major market declines or the time to wait for them to recover.

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