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LeGrand S. S. Redfield, Jr. CLU, ChFC, CFP®

President/ CEO at Asset Management Group, Inc.

LeGrand S. S. Redfield, Jr. CLU, ChFC, CFP® is the President/ CEO at Asset Management Group, Inc. based in the world.Involved in the financial industry for the past 30+ years, assisting clients in the development and implementation of strategies with which to achieve their financial goals. A strong believer in continuing education, Lee attained both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College. Recognizing that clients would be better served with a wider variety of services, he founded Asset Management Group, Inc. in 1983, to provide independent comprehensive financial planning. Known for his commitment to 12-hour days, six days a week, to accomplish his clients` goals and expectations. By matching individual situations to the most suitable alternatives, he seeks to help each client achieve his or her goals through a focus on financial planning, asset allocation, risk management and retirement planning. Whether the prospective client is a highly successful woman, professional, business owner, marketing executive, physician or retiree, Lee utilizes his knowledge and expertise to develop a comfortable approach to achieving financial security and control. Specialties: Financial Planning, Insurance and Risk Management, Investment advisor

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Contact Information

Last Update
11/28/2021
Business Email
****@****.***
Direct Phone
********
HQ Phone
********
Location

Current Workplace

Location

Industry

Financial Services

Description

Integrity, innovation and excellence since 1983. When your life savings are at stake, you need advice you can trust. You need a financial planner who is objective. You need a relationship with a firm that promises always to put your interests first, a firm with proven experience and the right professional credentials. Asset Management Group, Inc. may give you peace of mind that comes with knowing you have planned prudently for your future. Your investments will be conservative, so that you won't worry about running out of money during your retirement. Your loved ones can be protected. You can set aside money to send your children to college and create a plan to achieve whatever you want from life. We attribute our success to the following six elements: 1. Character: The integrity, honesty and trust-worthiness we exhibit are paramount to a functional relationship with our clients. 2. Chemistry: A connection between us and our clients engender confidence and satisfaction in our relationship. 3. Caring: We make every effort to work in the best interest of our client. 4. Confidence: Our clients have expectations about our capabilities, expertise, experience and professionalism that must be met and, ideally, exceeded. 5. Consultative: Our ability to combine and deliver the multitude of strategic, product, service and behavioral aspects of wealth management to our clients in a way that create a "customized"​ solution and experience. 6. Cost Effective: Our clients expect to pay for the expertise of an advice professional, but they want to pay a fair price for the right service. Asset Management Group, Inc. Blog- amgplanning.wordpress.com Federally regulated by the US Securities and Exchange Commission, Asset Management Group, Inc. is a registered investment advisor offering high net worth individuals personal advice.

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LeGrand S. S. Redfield, Jr. CLU, ChFC, CFP® Work Experience and Education

Work Experience

Education Background

Wealth Management

College for Financial Planning

Retirement Planning

The American College

Financial-Investment-Income Tax-Retirement-Employee Benefits-Estate Planning

College for Financial Planning

Wealth Management

College for Financial Planning

Retirement Planning

The American College

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LeGrand S. S. Redfield, Jr. CLU, ChFC, CFP®’s latest education in College for Financial Planning

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