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