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.
Our qualifications, including being a CFP® Professional, provide us with an advantage and set us apart from the competition.Learn More
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
Through our independent broker-dealer LPL Financial, we have access to a myriad of tools and provide a highly-personal process.Learn More
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Building Your Legacy
A four-step framework for building a personal legacy.
How long does a $20 bill last?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
These food myths will really put a drain on your wallet.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Do you know how to set up your financial goals for success? This knight does.
There are hundreds of ETFs available. Should you invest in them?
Making the most of surprises is a great reason to work with us.
Here are five facts about Social Security that might surprise you.
What are your options for investing in emerging markets?
The market is as unpredictable as the weather. We’d love to help you prepare.