Our Services
At BANDER Wealth Management, we provide expert assistance in the following areas:
Investments
- Market Linked Certificates of Deposit (CDs)
- Real Estate Investment Trusts (REITs)
- Private Equity Investments
- Energy Producing Infrastructures
- Business Essential Equipment Leasing
- Stocks, Bonds, Mutual Funds
- Exchange-Traded Funds (ETFs)
- Annuities
Personal Planning Services
- Wealth Management
- Retirement Income Planning
- Social Security Planning
- Non-Correlated Investment Strategy
- 401k Rollovers
- Traditional and Roth IRAs
- Roth Conversions
- 1031 Exchanges
- College Planning
Insurance
- Life Insurance
- Disability Income
- Medicare Supplemental Insurance
- Long-Term Care
Estate Planning
- Living Trust
- Funeral Expense Trust
Business Planning Services
- 401(k) and 403(b) Plans
- SEP Plans and Simple IRAs
- Company Retirement Plans