Badger Investment Management offers personalized and confidential solutions to secure your financial goals and ensure your legacy lasts. A dedicated team of professionals will work with you to provide a financial strategy tailored to your unique needs. We offer a broad range of products and services in the areas of retirement planning, investment management, estate and trust administration, and charitable giving.
With Badger Investment Management you get the products you need, the services you expect, and the convenience you deserve.
Come see us today for your FREE Consultation with Senior Trust Officer, Ann Herdendorf, CTFA.
Investment products are:
- NOT A DEPOSIT
- NOT FDIC INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT GUARANTEED BY THE BANK
- MAY GO DOWN IN VALUE
Preparing for your retirement is a crucial step in your overall financial plan. By allocating current resources to a tax-deferred account, our professionals can help you maximize future income by shaping the direction of your retirement. Take control of your destiny by rolling your 401(k) plan or other retirement account with a former employer to an IRA at Badger Bank.
- 401(k) Rollovers
- Traditional IRAs
- ROTH IRAs
- SEP and SIMPLE
At Badger Investment Management we are fully committed to helping our customers identify and achieve their financial goals. Investments are selected after extensive research and personal portfolios built around your unique needs and tolerance for risk.
- Investment Management
- Custody Services
Badger Investment Management offers comprehensive Trust and Estate services. We provide guidance, asset management, and execution of your wishes through:
- Estate Planning and settlement
- Revocable and Irrevocable Trusts, and Trust Under Will
Philanthropy may be an important aspect of your financial plan. Badger Investment Management ensures your charitable wishes are followed and that your legacy remains intact.
- Charitable Remainder Trusts
- Charitable Lead Trusts
We provide payment of bills and cash flow management.