Broker Check

208-664-8980

1875 N. Lakewood Dr.
Suite 102
Coeur d'Alene, ID 83814

Services Offered

At Wardian Wealth Management, our objective is to help you understand your unique financial options so you can make smart, well-informed decisions.  As a completely independent firm, we are able to develop and implement investment strategies with only one allegiance - to you, our client.

Pre-Retirement Planning

  • Retirement Feasibility
  • Pension Planning
  • Health & Benefits Planning
  • 401(k) Planning/Rollover/Deferral Options
  • 403(b) Planning/Rollover/Deferral Options
  • 457 Planning/Rollover/Deferral Options
  • Roth IRA Conversion Analysis
  • Retirement Commencement Package Review
  • Annuity Review and Recommendations

Post-Retirement Planning

  • Income Distribution Strategies for Your Lifetime
  • Social Security Benefit Maximization
  • Required Minimum Distribution (RMD) Planning
  • Expense Analysis "What If" Illustrations
  • Ongoing Review Meetings

Investment Management

  • Asset Allocation Planning
  • Portfolio Design
  • Performance Analysis
  • Fund Management Monitoring & Oversight
  • Re-balancing & Portfolio Adjustments

Risk Management

  • Insurance Needs Analysis
  • Medicare & Medicare Supplement Review
  • Life Insurance Review
  • Asset Based Long Term Care Expense Planning
  • Long Term Care Insurance
  • Asset Protection Planning

Estate Planning

  • Inheritance Planning
  • Document Review
  • Charitable & Heritage Planning
  • Estate Tax Minimization Planning
  • Estate Settlement & Transition Assistance
  • Estate Attorney Referral - Wills & Trusts

Tax Planning

  • Beneficiary Review
  • Stretch IRA Planning
  • Tax Advantaged Investing
  • Minimizing Taxes on Social Security Benefits

Continuing Care Planning

  • Assisted Living Options - Referral
  • Long Term Care Planning
  • Medicaid Planning
  • Personal Injury Lawsuit Settlement - Income Structuring
 
 

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