Services and Investments

Financial Planning

  • Retirement planning
  • Education funding strategies
  • Charitable and family gifting strategies
  • Tax minimization strategies
  • Social Security strategies
  • Insurance and protection strategies
  • Estate planning strategies
  • Investment Management
  • Coordination with CPA and attorney

Account Options

  • Retirement accounts
    • Traditional IRA
    • Roth IRA
  • Brokerage accounts
  • 529 plans
  • Cash and money market
  • Business retirement plans
    • 401k
    • SEP IRA
    • SIMPLE IRA

Investment Products

  • Alternative investments
  • Individual stocks
  • Individual bonds and CDs
  • Exchange-Traded Funds (ETFs)
  • Mutual funds
  • Unit Investment Trusts
  • Annuities
  • Life insurance
  • Donor Advised Funds
  • Long term care insurance
  • Disability insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

steve.davis@madisonandelmwealth.com |  847-544-9313