Batman Wealth Management, LLC

352-636-8716

The Cost of Procrastination Social Security: By the Numbers What Can a Million Dollars Buy You? Estate Management 101 When Do You Need a Will?
Agent Photo

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.

Helpful Content

The Richest Man in Babylon

The Richest Man in Babylon

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

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

 

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

View all calculators arrow

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

View all videos arrow