Batman Wealth Management, LLC

352-636-8716

Services, Planning and Reviews

We provide assistance in the following areas:

Investments

  • Stocks
  • Bonds
  • Exchange Traded Funds
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Fee Based Portfolio Management
  • Fee Based Variable Annuity

Financial Planning

  • Retirement Plans
  • Savings Plans
  • 401 (k) Planning
  • Employee Stock Options
  • College Plans
  • Estate Plans
  • Capital Gains Planning
  • Lottery and Inheritance Planning

Insurance

  • Disability Income Insurance Review
  • Life Insurance Review
  • Long Term Care Insurance Review

Tax Planning

  • Federal Tax Return Preparation
  • State Tax Return Preparation
  • Retirement Income Planning
  • Accumulation and Decumulation Plans
  • Prior Years Tax Review