Our Services
At Motz Wealth Management, we provide comprehensive, compassionate wealth management advice. Currently, we offer assistance in a number of areas.
Financial Services:
- Financial planning
- Retirement planning
- Retirement distribution strategies
- Early retirement strategies
- Tax planning
- Education planning
- Estate planning
- Trust planning
- Charitable planning
- Employee stock option strategies
- Legacy transfer strategies
- Divorce planning
Business Planning
- 401(k) plans*
- Pension plans*
- Deferred compensation plans
- Business continuity strategies
- Buy-sell funding
- Disability buy-out protection
- Employee stock ownership plans (ESOP)
- Key man protection
Investments
- Managed accounts
- Brokerage accounts
- Mutual funds
- Bonds
- Fixed income
- 529 Plans
- Education savings accounts
- Real estate investment trusts (REITs)
- Stocks
- Tax and credit investments
- Variable annuities
Insurance
- Term life
- Universal life
- Variable life*
- Whole life
- Second-to-die life
- Disability income protection
- Fixed annuities
- Key person insurance
- Long-term care
*Services provided by Melissa Motz through her affiliation with Cambridge Investment Research, Inc.