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
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Military families face unique challenges, making personal finance even more critical.
What can be learned from the savings rate?
The tax rules that govern donating art are complex and confusing. Take a closer look.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What are your options for investing in emerging markets?
There’s an alarming difference between perception and reality for current and future retirees.
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you have causes that you want to support with donations? Here are three tips.