Sandi Weaver is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Weaver Financial in Mission, and the surrounding communities.
I provide comprehensive financial planning and investment management on a fee only, no commissions basis.
That means I help clients on:
Investments;
Tax strategies you can use;
Your retirement planning and projections;
Evaluating second homes, assisted living choices;
Estate planning;
Maximizing corporate benefits;
Insurance;
Managing cashflow better.
Fees are competitive.
I use the fiduciary duty to clients, which means I am ethically required to make recommendations which are in clients' best interest. The fiduciary standard is the highest of the two standards of care in our profession.
Sandi Weaver is Certified Financial Planner™ certificant. She has over 20 years of experience.
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For many people, the grocery bill is one of the largest flexible budget items. Everyone needs food and water to survive, but after meeting this...
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I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...
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If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...
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Basic economics states that you may do one of four things with money: save it, spend it, invest it, and give it away. Americans have no trouble...
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The Problem/GoalLisa Brown and Beth Marks — whose names have been changed to protect their identity — would like to marry someday. Lisa is in...
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First off, if this situation applies to you then let me say… “Congratulations!”You’re doing a great job of saving for your future, and it will...
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I met with a couple recently to deliver their financial plan, and throughout the first half of the meeting we laughed repeatedly as they seemed...
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I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...
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Making the decision to start a family is not an easy one. It’s one that comes with excitement, terror, and the need to get both your physical...
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Perhaps it is the time of the year with gift giving and wishes for a happy and prosperous new year, but I sense it is the all-American desire...
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