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BANDER Wealth Management

BANDER Wealth Management

(855) 226-3374

BANDER Investments

Call today to find out more about our limited time offer of complimentary services! (855) 226-3374

  • Retirement Income Analysis Would you like to know when you can retire? Will you outlive your retirement income? Are your financial expectations for retirement realistic? Many people often ask how much they need to be saving right now in order to meet their retirement goals or what rate of return is necessary to accomplish their objectives. All of these questions can be answered by receiving a Retirement Income Analysis, compliments of BANDER Investments. It can be received today as a complimentary service free of charge by contacting our office! 
  • Social Security Analysis One of the most common questions from clients is: When should I start receiving my Social Security benefit?  Should I file a restricted benefit or delay or file a spousal benefit?  The differences of when you file for Social Security can be astounding.  Contact our office today for a complimentary Social Security analysis. We will help you to determine the strategy that best fits your needs. This will help you as you make decisions about retirement and better plan for your future.
  • Financial Planning Consultation A consultation with an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER™ can help point you in the right direction and help you to know what steps are necessary to reach your financial objectives. We have a formalized process for making financial decisions and investments. We will share with you our tools and strategies for making better financial decisions. You can receive a complimentary consultation today by calling (855) 226-3374 and referencing our website.