Our Services
Here are some of the ways that Wienken Wealth Management teams can help you plan for your secure financial future:
Retirement Planning
• IRA / Roth IRA Plans
• Simple IRA, SEP IRA and Keough Plans
• 401(k) Plans, 403(b), TSA
• Longevity Annuities
• Pensions and Profit Sharing Plans
Investment Planning
• Access to Managed Asset Allocation programs
• Mutual Funds / Exchange Traded Funds (ETF)
• Managed Stock Accounts
• Brokerage Services
• 529 College Savings Plans
Risk Management
• Life Insurance, First to Die, Second to Die
• Individual Disability Income Insurance
• Long Term Care Insurance
• Survivorship
Estate Planning
• Estate Design
• Trust Services
• Tax Minimization Strategies
• Charitable Giving Techniques
Business Planning
• Buy-Sell Agreement Funding
• Deferred Compensation Agreements
• Key Employee Benefits
• Business Evaluations
• Business Succession Planning
Employee/Group Benefits
• Health, Dental and Vision Plans
• Life and Disability Income Insurance
• 401(k) and Defined Benefit Plans
• SEP/IRA
• Profit Sharing Plans