Wealth Management Focus Areas

Investment Management

Portfolio Review

Risk Analysis

Asset Allocation

Portfolio Construction

Cost Basis Review

Tax Loss Harvesting


Retirement Income Planning

Rollover Options, and ROTH Conversion Options

Employer and Self-Employed Retirement Plans

Annuities and Pensions

RMDs and Withdrawal Strategies

Social Security and Medicare Planning 


Personal Insurance Review

Life Insurance Policies

Disability Income Contracts

Long Term Care Insurance

Health Insurance

Business Insurance Review

Assistance to
Loved Ones

Education Planning

Section 529 Plans


Gifting Strategies

Caring for the Elderly

Charitable Giving

Income Tax & Estate Planning

Waider Financial & Insurance Services, Inc. works in conjunction with your tax planning and estate planning professionals. If needed, we have built a network of trusted advisors in these fields to whom we can refer you to.

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. | (562) 987-1100