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
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
With alternative investments, it’s critical to sort through the complexity.
Here’s a crash course on saving for college.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There’s an alarming difference between perception and reality for current and future retirees.
When do you need a will? The answer is easy: Right Now.
What are your options for investing in emerging markets?