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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.

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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.

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Independence

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

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Helpful Content

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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

 

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

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