Products and Services
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