Our Services

Here are some of the ways that Wienken Wealth Management teams can help you plan for your secure financial future:

Retirement Planning

• Income Design at Retirement

• 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