Our Services The services provided by Marquardt Wealth Management, LLC are designed to help you answer the following questions: How can I get more from my investments? How can I reduce my exposure to risk? How much money will I need to live comfortably in retirement? Am I saving enough? What is the best way to save for college? How can I help reduce estate taxes and preserve more of my assets for my heirs? Do I have the right amount of life insurance? Marquardt Wealth Management, LLC serves individuals and businesses in all areas of financial management, including: Investments Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you address your goals. Common Stocks Bonds Mutual Funds Exchange Traded Funds (ETFs) Separately Managed Accounts Options Brokerage Accounts Alternative Investments Managed Futures through LPL Financial Structured Notes through LPL Financial Treasury Notes Treasury Bills CDs Government Securities Corporate Bonds REITs Variable Annuities Fixed Annuities Retirement Planning Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to pursue a comfortable retirement. Managing assets before and during retirement. Retirement Plans Traditional IRAs Roth IRAs SIMPLE IRAs SEP IRAs 401(k) Planning 403(b) Planning Money Purchase Plans Profit Sharing Plans Defined Benefit Plans Education Funding Recommending investment and accumulation strategies to help you pay for your children’s education. 529 Plans Educational IRA Insurance Planning Analyzing your current coverage of life insurance and making recommendations. In addition to traditional life insurance, disability and long-term care insurance is provided. Life Insurance Long-Term Care Insurance Disability Income Insurance Estate Planning Reviewing your wills and trusts by referring to qualified estate planning attorneys. Helping preserve your estate for your intended heirs. Tax Management Looking for innovative ways to help reduce your current and future tax burden. Referring out to qualified CPAs. Employee and Executive Benefits Helping your business attract and retain qualified employees. Assisting in the development of retirement plans for your company.