Walz Financial Services

1800 East Main Str. Suite D
Mandan, ND, US, 58554
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Financial Consulting Services/Personal Needs:

Resources to help establish family income protection and money accumulation through various life insurance products.

  • Term Life Insurance
  • Permanent Life Insurance
  • Flexible Premium Variable Life Insurance*

    Retirement funding and personal investments to provide income streams for retirement.
  • Fixed Annuities
  • Variable Annuities*
  • Mutual Funds * - Over 25 different families of funds available.

    Accumulation diversification and distribution of retirement assets.
  • Systematic withdrawal plans to generate income streams for life.
  • 72(t) and 72(q) systematic withdrawal plans to provide income for early retirement. (Avoids penalties for withdrawals prior to age 59 1/2 restrictions apply.)

    Funding vehicles for Charitable Remainder Trusts.

    401-(k) plans & Pension Rollovers
  • At Retirement Time
  • Changing Jobs and or Careers

    IRAs & IRA Rollovers
  • Stretch IRA or Multi/Generational IRA
  • Traditional IRA
  • Roth IRA
  • Coverdell ESA formally known as Education IRA

    Estate Preservation
  • Team Approach to Estate Planning
  • Team consists of Financial Consultant Attorney Accountant and You!
  • Survivorship Life Insurance

    Personal Disability Income Protection
  • Income Protection Plus (A Unique Cash Value Disability Plan)

    Long Term Care Insurance

    Financial Consulting Services/ Business Needs:

    New and Existing Employer Sponsored Retirement Plans
  • 401(k)
  • SEP (Simplified Employee Pension Plan)
  • Simple IRA
  • 403-(b) plans and more

    Non-qualified deferred compensation and executive: Carve Out: plans.
  • Executive Bonus Plans
  • Split Dollar Plans
  • Key Employee Insurance

    Funding For Buy/Sell Agreements
  • Funding for Business Continuation Buy-outs
  • Funding for Business Overhead Expenses
  • Funding for Family Business Buy-outs
  • Funding to Keep the Family Farm in the Family
  • Life Insurance & Disability Insurance

  • Working Hours

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    Phone No : 7012049510
    Website : http://www.kwalzfinancial.com
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    Walz Financial Services