top of page
WF_Capitol

PLAN FOR YOUR FINANCIAL FUTURE
WITH CONFIDENCE

ABOUT
Weinand Financial Headshot-20.jpg

OUR
EXPERTISE

Weinand Financial is dedicated
to providing comprehensive financial planning services with over 30 years
of experience. Our team is committed to offering tailored solutions
to individuals and businesses, ensuring a secure financial future.
This space is where we share insights into our approach, values, and the personalized guidance we offer.
It's an opportunity for you to understand how we can make
a difference in your financial planning journey.

SERVICES

At Weinand Financial, we understand the importance of trust in the financial industry. That's why we offer an expert guidance and comprehensive approach to analysis for both individual and business clients.
Our experienced Financial Planner provides a variety of solutions tailored to your specific needs and goals.
With your best interest in mind, we are committed to helping you achieve success.

iStock-1332233430_edited.jpg

Individual
Financial Planning 

Business
Investment Planning

  • Long & Short Term Retirement 

  • Cash Flow/Net Worth Analysis

  • Pension Review (Private & Public)

  • IRA & Roth IRA Accounts

  • Retirement Plan Services

  • College Fund Accounts

  • Mutual Fund Accounts

  • Individual Stock Accounts

  • 401(k) Set-Up, Services, Plan Design, Assistance and Plan Education

  • 403(b) Set-Up, Services, Plan Design, Assistance and Plan Education

  • Simple IRA

  • SEP IRA

Insurance
Services

  • Life

  • Disability

  • Long Term Care

BECOME A CLIENT and start building your future NOW!

At Weinand Financial we value the privacy of our clients. It's important to have a safe and secure environment when discussing sensitive financial matters. Providing the necessary documents ahead of time is a smart way to ensure that the meeting is productive and efficient. Please allow 2 hours for the first meeting. This allows us sufficient amount of time to get to know you and discuss your needs and goals as well as answer any questions you may have. 

Documents we request you provide prior to your first appointment:

  • Your most recent tax return

  • Your most recent paystub(s)

  • All Investment Statements

  • Insurance Information

  • Mortgage Statement

  • PERS, TRS, Deferred Comp. statements

  • Social Security - estimate of benefits

MEET THE TEAM

Dedication. Experience. Passion.

bottom of page