Our Services

 

Findeisen Wealth Management Group provides advice and consultation on a number of financial products, strategies and concepts, including (but not limited to) the following:

 

  • Account Aggregation
  • Personal Financial Websites
  • Fixed Annuities
  • Variable Annuities
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Term Life Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Individual and Employer Health Insurance
  • Charitable Giving Strategies
  • IRA Consolidation/Rollovers
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Mortgage Protection (through life and disability insurance)
  • Medicare Supplement Coverage
  • Mutual Funds
  • Managed Money Platforms
  • Tax Sheltered Annuities, 403(b) Plans
  • Pension Payout Altneratives
  • Pension Transfer/Rollovers