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 MoreDedication
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 MoreIndependence
Through our independent broker-dealer LPL Financial, we have access to a myriad of tools and provide a highly-personal process.
Learn MoreHelpful Content
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Debt Stress
There’s a link between debt and stress.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.