Welcome to The Consultants Financial Services
In my capacity as an Investment Advisor Representative for Mader & Shannon Wealth Management Services, I am able to handle the full range of financial services to include investments, annuities, life insurance, disability insurance, and long-term care insurance. We will develop a financial plan for you that:
- Identifies how much risk you are willing to accept in your portfolio and techniques to manage that risk.
- Answer the questions
- How much money will I need to save for retirement?
- Am I taking on too much risk in my investment portfolio?
- How much life insurance do I need?
- Should I consider long term care insurance or disability insurance?
- For those in the military – Are there other options to the Survivor Benefit Plan?
- For those in retirement we can help you answer:
- How much can I spend each year to minimize the risk of outliving my assets?
- I have not saved enough for retirement, are there other techniques to help me jump start my retirement savings?
- What additional planning do I need to do now to prepare for when I am older?