Practice Areas
A FIRM DEDICATED TO YOU
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Financial needs, values, goals and dreams are very different from one person or family to the next. Comprehensive Financial Planning is not "one size fits all".
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At E. Maedel Investments, LLC, we build a financial plan based on the current situation and needs of each family or client.
Saving for the Future
We will help you with saving for retirement using traditional or Roth IRA's. Also rollovers of former employer qualified plans and starting plans for small business owners like SIMPLE IRA, 401K or SEP plans. We can also set up college savings plans for children or grandchildren.
Insurance
Using a wide variety of products from the leaders in the insurance industry we will help you protect your family, business or estate if you become disabled or die unexpectedly. We can also protect you and your spouse from the high costs of nursing home or assisted living expenses.
Retirement Income
There are many options for income in retirement and no better time to start on your plan than right now. We can analyze your retirement income needs and build a strategy based on your needs and goals. Using a wide variety of top rated products we will build a portfolio that provides income for a lifetime or a fixed period of time.
Estate Planning
Working with your attorney and accountant we can put together a strategy to efficiently pass along your estate. Having the right legal strategy, as well as an investment and insurance plan, can maximize your estate and ensure that your wishes are followed.