Individual Client Services

 

 

  

 

Hendricks Wealth and Estate Management provides the following services to individual clients:

Investment Management:


  • Mutual Funds
  • Stocks
  • Bonds
  • IRAs
  • 401(k) Rollovers
  • Roth IRAs
  • Trusts
  • 529s
  • Education IRAs
  • ETFs
  • Options



• Comprehensive Financial Plan that Includes (where applicable):



  • Analysis of personal assets, investments, liabilities, & equity.
  • Recommendations for non-investment related financial decisions
  • Mortgage Structure
  • Social Security Estimates
  • Pension Estimates
  • Rental Income Esitmates
  • Inflation
  • Buy vs. Lease Decisions
  • Extinguishment of Debt
  • Desired Retirement Age
  • Travel
  • 2nd Home
  • College Savings
  • Charitable Donations
  • Legacy Planning
  • Estate Planning
  • Insurance Services
  • Term Life Insurance
  • Long-Term Care
  • Health Insurance
  • Disability Insurance