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
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Learn a little about worldwide currency in this fun infographic
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Do you understand these common mobile slang terms?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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
Principles that can help create a portfolio designed to pursue investment goals.
When do you need a will? The answer is easy: Right Now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What does your home really cost?
Even low inflation rates can pose a threat to investment returns.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.