WHAT WE DO
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
David R. Balok Wealth Management, Inc. utilizes a wide spectrum of financial service providers and money management firms. These firms are leaders in their respective fields due to their size, creditworthiness, and track records.
INVESTMENTS
- MONEY MARKET / MUTUAL FUNDS
- TAX-FREE BONDS / FUNDS
- STOCKS & BONDS
- REAL ESTATE INVESTMENT TRUSTS
- UNIT INVESTMENT TRUSTS
- ANNUTIES - VARIABLE / FIXED / INDEX
- THIRD PARTY MONEY MANAGER PROGRAMS
- MANAGED PORTFOLIOS
ESTATE PLANNING
Through our partnership with Trust & Will, we can guide you through the process of creating a customized estate plan which could include a Revocable Living Trust or Will, Durable Power of Attorney, Guardianship for Minors and Medical Power of Attorney
RETIREMENT PLANNING
- RETIREMENT INCOME STRATEGIES
- IRAs - Traditional, Roth, SEP, SIMPLE
- 401k - Traditional, Roth
- MONEY PURCHASE / PROFIT SHARING PLAN
- COMPANY RETIREMENT PLAN ANALYSIS
- NON-QUALIFIED DEFERRED COMPENSATION
- SINGLE K RETIREMENT PLANS
INSURANCE
LONG TERM CARE
LIFE
EDUCATION FUNDING
529 COLLEGE SAVINGS PLANS
CUSTODIAL ACCOUNTS
PLANNING
INDIVIDUAL 401K INVESTMENT OPTION ANALYSIS
SOCIAL SECURITY PLANNING & ANALYSIS
FINANCIAL PLANNING
ESTATE TAX LIABILITY ANALYSIS
GIFTING PROGRAMS
CHARITABLE GIVING