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
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.