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