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Our Services

At Motz Wealth Management, we provide comprehensive, compassionate wealth management advice. Currently, we offer assistance in a number of areas.

Financial Services:

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.