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
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here are five facts about Social Security that are important to keep in mind.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Try these activities to keep your brain sharp.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Why are 401(k) plans, annuities, and IRAs so popular?