Caring Advisors Working For You
It can be incredibly overwhelming to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. At Wieferich Financial, we seek to address this concern by serving as a trusted resource.
Rather than rely on one solution or model portfolio, we are dedicated to providing objective advice and customized strategies that are appropriate for your situation. We assist people in all stages of life with a specialization in retirement and investment planning. Our passion lies in helping our clients articulate, plan, and pursue their goals, and we take pride in the fact that we have been helping our friends and neighbors since 2002.
Experience the power of working with an advisor dedicated to your success. Contact us today to get started.
Experience
Our qualifications, including being a CFP® Professional, provide us with an advantage and set us apart from the competition.
Learn MoreDedication
We are dedicated to you and your goals. When you succeed, we succeed. We walk alongside you through every step of your investment journey.
Learn MoreIndependence
Through our independent broker-dealer LPL Financial, we have access to a myriad of tools and provide a highly-personal process.
Learn MoreHelpful Content
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.