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 advice on a fee only, no commissions, hourly 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.
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Two of the first and most important decisions to make are:How much to withdraw annually from your nest eggWhat accounts to draw fromThe...
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Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...
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Given the mobility enjoyed by individuals today, divorce across borders is becoming increasingly prevalent. It is also one of the most...
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For many, the phrase “retirement planning” has become limited to the planning done in the years leading up to retirement. When you consider...
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Put on the coffee and roll up your sleeves! Deciding on employer benefit choices can be a daunting task, especially when the plans change from...
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To get out of debt, track your spending. For one month, record where and how much money you spend wherever you go. By the end of the month, you...
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You may hear a lot about initial public offerings of stock in the news, as technology companies have recently grabbed headlines with large...
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As the year comes to a close, spending in most households heads up – on holiday gifts, entertainment and, depending on where you live, on...
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You may also need to use additional estate planning tools depending on the size and complexity of your estate. These tools may be useful for...
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Maybe it’s not a word, or even a real disorder but I’m telling you it is TRUE…I have “start-itis.” You may know (or even have) the symptoms:...
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