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.