Broker Check

Company Name - City, State

 

800.956.0051

110 East Broadway, Ste B, Mt. Pleasant, MI 48858

The Wieferich Financial Team Your Financial Coaches Accessible and Professional

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 More
 

Dedication

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 More
 

Independence

Through our independent broker-dealer LPL Financial, we have access to a myriad of tools and provide a highly-personal process.

Learn More

Helpful Content

Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

 

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Debt Stress

There’s a link between debt and stress.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

View all articles arrow

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

When Markets React

When markets shift, experienced investors stick to their strategy.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

View all videos arrow