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Products and Services

At Mader Wealth, we provide assistance in the following areas:

  • Investments
    • Managed Accounts
    • Mutual Funds
    • ETFs
    • ESG Funds (Environmental, Social, and Governance) 
    • Bonds
    • Common Stock
    • Educational IRA
    • Brokerage Accounts
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • Simple IRA
    • School District 403(b)
    • Variable Annuity
  • Financial Planning
    • Retirement Plans
    • Tax Plans
    • 401 (k) Planning
    • 403 (b) Planning
    • College Plans
    • Estate Plans
  • Insurance
    • Disability Income Insurance
    • Life Insurance
    • Long Term Care Insurance
    • Fixed Annuity
  • Tax Planning Referrals
    • Relocation Tax Issues
    • State Tax Return Preparation
    • 1099 Preparation
    • Tax Return Preparation
    • Individual Tax Preparation and Planning
  • Estate Planning Referrals
    • Wills
    • Trusts
    • Buy/Sell Agreements
    • Health Care Directives
    • Power of Attorney

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