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