Our Services

We help you determine which are right for you based on your specific life goals and retirement needs. 

INDIVIDUAL FINANCIAL PLANNING
Business investment
planning
Insurance Services
 
 
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:

  • 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

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. 

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

8120 Freedom Lane NE,

Ste #101, Lacey, WA 98516

360-459-4847

© 2019 by Weinand Financial. Proudly created by Jacqueline Dorsey