Batman Wealth Management, LLC

352-636-8716

The Cost of Procrastination What Can a Million Dollars Buy You? Estate Management 101 When Do You Need a Will?
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Understanding Today’s Financial Environment

Welcome, I’m David Batman, an Investment Advisor Representative in Central Florida.  With over 33 years of experience in helping individuals and families with their financial situations, goals and challenges, I'm certain I can help you.  Whether you need a simple or elaborate financial plan to help chart your course, professional money management for your investment portfolio or just a second opinion about a financial opportunity or challenge, I can help.  I am a fee-only financial advisor and I do not sell commission based investment or insurance products.  Look around this site for general information on financial matters and specific information on my fees to manage your portfolio or to prepare a financial plan.  The initial consultation is at no cost.  

I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call me 352-636-8716.

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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Understanding FDIC Insurance

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FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

 

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

What's So Great About a Rollover?

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Is a Variable Annuity Right for Me?

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All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Historical Inflation

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See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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From the Dutch East India Company to Wall St., the stock market has a long and storied history.

When Markets React

When markets shift, experienced investors stick to their strategy.

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