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
  • 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