Broker Check
 

800.956.0051

110 East Broadway, Ste B, Mt. Pleasant, MI 48858

                        

Your Financial Coaches Accessible and Professional

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 More
 

Dedication

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
 

Independence

Through our independent broker-dealer LPL Financial, we have access to a myriad of tools and provide a highly-personal process.

Learn More

Helpful Content

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

 

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

View all articles arrow

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

View all calculators arrow

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

View all videos arrow