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
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
College Savings
See how much you may need to save now to cover future college costs for your child.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Saving for College 101
Here's a crash course on saving for college.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.