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Our Services

Findeisen Wealth Management Group provides advice and consultation on a number of financial products, strategies and concepts, including (but not limited to) the following:

  • Account Aggregation

  • Personal Financial Websites

  • Fixed Annuities

  • Variable Annuities

  • Disability Income Insurance

  • Long-Term Care Insurance

  • Term Life Insurance

  • Universal Life Insurance

  • Variable Universal Life Insurance

  • Whole Life Insurance

  • Individual and Employer Health Insurance

  • Charitable Giving Strategies

  • IRA Consolidation/Rollovers

  • Estate Conservation Strategies

  • Education Funding Strategies

  • Mortgage Protection (through life and disability insurance)

  • Medicare Supplement Coverage

  • Mutual Funds

  • Managed Money Platforms

  • Tax Sheltered Annuities, 403(b) Plans

  • Pension Payout Altneratives

  • Pension Transfer/Rollovers

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck