OUR PRODUCTS & SERVICES

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.  The following list represents the resources available to our clients. 

INVESTMENTS /

ASSET ALLOCATIONS

    
  • Money Markets/Mutual Funds 
  • Variable/Fixed/Index Annuities 
  • Managed Portfolios/Fee-Based Programs
  • Tax-Free Bonds/Funds
  • Stocks & Bonds 
  • Unit Investment Trusts
  • Real Estate Investment Trusts 
  • Third Party Money Manager Program
RETIREMENT PLANNING    
  • Retirement Income Strategies
  • IRA (Traditional/Roth)
  • 401k (Traditional/Roth)
  • Money Purchase/Profit Sharing Plan
  • Company Retirement Plan Analysis
  • Non-Qualified Deferred Compensation
  • SEP IRAs
  • SIMPLE IRAs
  • Single K Retirement Plans
INSURANCE    
  • Life
  • Health 
  • Disability
  • Long Term Care
  
EDUCATION FUNDING    
  • 529 College Savings Plans
  • Educational IRAs
  • Custodial Accounts
  • Financial Aid Evaluation
  
PLANNING    
  • Individual 401k Investment Option Analysis
  • Social Security Planning & Analysis
  • Financial Planning
  • Estate Tax Liability Analysis
  • Gifting Programs
  • Charitable Giving
REFERRALS    
  • Accounting & Tax Services
  • Legal Counsel
  • Living Trusts
  • Mortgages