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;
Estate planning;
Maximizing corporate benefits;
Insurance;
Cashflow management;
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.
65
Keeping in mind that one in two marriages end in divorce, you should also know that this past holiday season possibly signified a vital turning...
Read More >
You have done all the hard work and fun research. You have picked out the color, make and model of your dream (or at least next) car. You have...
Read More >
With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?”Real estate can add...
Read More >
Two weeks ago, I became the proud uncle of an 11-year old boy at a wonderful celebration where more than 80 foster children found homes in...
Read More >
I’ve written several blogs, both for the Financial Planning Association and others comparing financial services to the diet & health industry....
Read More >
If you watch TV, read the newspaper, or listen to the radio, you have probably heard something about buying gold. With gold prices hovering...
Read More >
You may hear a lot about initial public offerings of stock in the news, as technology companies have recently grabbed headlines with large...
Read More >
Early key moves and decisions can make a difference between surviving financially until you're successfully employed again – perhaps even...
Read More >
It may seem like a challenge — you’re in your first job, you’re paying your own living expenses for the first time and, like many college...
Read More >
Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge.If designated to...
Read More >
