INDIVIDUAL FINANCIAL PLANNING
The Path to Success
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Diverse Financial Plans
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Long & Short Term Retirement Planning
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Cash Flow/Net Worth Analysis
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Pension Review (Private & Public Employees)
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IRA & Roth IRA Accounts
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Retirement Plan Services
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College Fund Accounts
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Mutual Fund Accounts
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Individual Stock Accounts
Business investment
planning
A Comprehensive Approach
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401(k) Set-Up, Services, Plan Design, Assistance and Plan Education
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403(b) Set-Up, Services, Plan Design, Assistance and Plan Education
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Simple IRA
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SEP IRA
01.
COMPLETE YOUR CLIENT PACKET:
At Weinand Financial, we recognize that working together and talking about your finances is a very private and sensitive matter. All personal information shared with any member of our staff is treated as confidential.
In order for us to understand your current financial situation and make the best use of our time together, please provide the following documents a minimum of a week prior to our first meeting.
02.
ITEMS WE ASK EVERYONE TO PROVIDE INCLUDE:
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Your most recent tax return
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Your most recent paystub(s)
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All Investment Statements
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Insurance Information
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Mortgage Statement
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PERS, TRS, Deferred Comp statements
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Social Security estimate of benefits
We allow 2 hours for your first meeting. This allows us time to get to know you, discuss your goals, plans and what concerns you may have.