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Your Financial Coaches One Baby Step at a Time Simple, Yet Refined 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.

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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.

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Independence

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

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Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

 

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Universal Life Insurance

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

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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