Pre-Retiree
Our job is to analyze your options, evaluate the pros and cons for you. Then we explain the alternatives to you along with our recommendation(s). Your job is to make the decisions!
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Our job is to analyze your options, evaluate the pros and cons for you. Then we explain the alternatives to you along with our recommendation(s). Your job is to make the decisions!
Major Milestones I Specialize In
Early Retirement or Financial Independence, Retirement Planning, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Welcome! I 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 multiple professional standards in our industry: fiduciary, and suitability or best interest. We follow the fiduciary standard. We are always required to give you advice based on what's in your best interest. Details on services are on: WeaverFinancialPlanning.com/services/ Details on pricing are in our FAQ under Interviewing a Financial Advisor: WeaverFinancialPlanning.com/faq/ Follow us on Facebook: Facebook.com/WeaverFinancial/ or on our blog: WeaverFinancialPlanning.com/financial-planning-blog/
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.