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
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
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College Savings
See how much you may need to save now to cover future college costs for your child.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.