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
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
College Savings
See how much you may need to save now to cover future college costs for your child.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.