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.
Welcome! We provide comprehensive financial planning and investment management on a fee only, no commissions basis. That means you get advice on:
-investments (CFAs are experts on investments.),
-taxes (CPAs are good at taxes!),
-retirement planning (Most CFP's look at the whole picture and plan comprehensively.),
-evaluating second homes, assisted living choices,
-as well as: employee benefits, pensions, estate planning, insurance, cashflow management,
and more.
Why us? I've educated myself highly (CPA, CFP, CFA) so I can provide thorough advice when working with you. We have lower fees on larger portfolios.
We do not sell you investments or insurance for commissions.
There are 2 professional standards in our industry: fiduciary and suitability. We follow the fiduciary standard. We're required to give you advice based on what's in your best interest (vs suitability where a commissioned investment may be suitable for you but not in your best interest).
Details on services are on our website here.
Details on pricing are in our website's FAQ under Interviewing a Financial Advisor.
Follow us on Facebook or on our blog.
If you're interested, we'd love to talk with you.
Sandi Weaver is Certified Financial Planner™ certificant. She has over 20 years of experience.
65
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...
Read More >
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...
Read More >
Two of the first and most important decisions to make are:How much to withdraw annually from your nest eggWhat accounts to draw fromThe...
Read More >
Students can help minimize the cost of college by managing their finances wisely. Prepare a realistic budget with your child before he or she...
Read More >
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
Read More >
Identity theft is an increasingly worrisome topic for many. With more than a million people affected by identity theft each year, the below are...
Read More >
Many Americans want to obtain and maintain good credit, but may struggle with past mistakes that may have affected their credit score. Still...
Read More >
Twenty and thirty years ago, the picture of retirement most people had in mind was one where there was a finality to your job, you’d move to...
Read More >
Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...
Read More >
This week is Thanksgiving, my favorite holiday of the year. My day will kick off running 10k with thousands of my closest friends in Cincinnati...
Read More >
