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
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Errors and Omissions Insurance
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Keeping Summer Safe: Pool and Spa Safety Tips
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Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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.
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.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
