8677 Eagle Point Boulevard,
Empowering you to reach your financial goals is at the core of the Mader Wealth mission. Through effective planning, we see a future that delivers on your expectations, from fully enjoying your retirement years to creating a legacy for those you leave behind.
No two investment strategies are the same — nor should they be. In developing your personalized strategy, we start by clearly understanding your unique situation, objectives and aspirations. Then we design a plan with the investment choices that is designed to assure you of income for today and tomorrow, as well as the endowments you desire for loved ones and favorite charities.
You’ll experience service excellence in every aspect of your relationship with Mader Wealth. For example, you’ll receive timely communications regarding your account status, market trends and new information that may affect your strategy and investments. If you’re working with a CPA, estate planning attorney or other professionals, we’ll coordinate our services with theirs to make sure your best interests are protected.
"What to Do with a Windfall" provides guidance for handling a financial windfall. The ebook suggests taking a deep breath before making any decisions and seeking help from a financial professional to ensure funds are allocated wisely.