Financial advising and educating to
help you reach new heights

As your financial guides, we will take the time to understand your goals, your risk tolerances and to explore your investment options. No sales quotas or incentives here—we provide fee-based services, so we are working for you, not working for a commission! We will review your current investments and explore a variety of strategic investment options to help you build your diversified portfolio. We will help you make informed decisions and make sure that you are comfortable with your choices.

Advisors and Educators

At Weir Financial, we are more than financial advisors; we also are your wealth management educators. Together, we help you learn how to prepare and plan for your short- and long-term goals. We will examine your personal and financial information, including future monetary needs, and formulate a plan to help you work towards reaching your overall financial goals.

Once your financial plan is in place, we then put our advising into action and help educate you on a variety of investment options to help you achieve your goals.

Stocks
Bonds
Mutual Funds
Exchange Traded Funds
Unit Investment Trusts
Closed-end Funds
Fixed & Variable Annuities
Life Insurance
Long-term Care Options
And Much More

Weir 5-Step Plan

With the Weir 5-Step Plan, we will work with you throughout the entire planning process to identify your needs, analyze your situation, develop a plan, implement your plan, and continue to review, monitor and refine your plan as needed to help you work towards meeting your goals. Click on the attached link to begin the process with our Common Moments of Truth worksheet.

Step 1: Identify goals, objectives & concerns

  • Get to know you.
  • Identify your hopes, plans and dreams.
  • Determine your overall life objectives.
  • Address questions and concerns you may have.

Step 2: Analyze & refine your information

  • Review your current net worth.
  • Establish your assets, both liquid and non-liquid.
  • Look at your liabilities—mortgages, credit card balances, and loans.

Step 3: Develop Plan of Action

  • Develop a plan based on your goals and objectives.
  • Determine the time frame for the invested funds and needed return.
  • Establish required contributions, distributions or withdrawls that may be needed.
  • Identify your personal investment attitude.
  • Follow an extensive risk assessment scoring model to establish your level of comfort and risk tolerance.
  • Inform and educate you on your investment options .
  • Set up your personal investment strategy.

Step 4: Implement & administer

  • Review your estate planning factors and tax situation.
  • Complete extensive investor questionnaire to establish suggested mix of investments.
  • Determine investment time frame—both short and long term.
  • Put investment strategy into action.

Step 5: Review & monitor

  • Continue to review and monitor your investment plans and strategies.
  • Continue to evaluate personal needs—including life and insurance needs, cash needs, income needs.
  • Continue to work with, educate and inform as needed to help you reach your goals.

Ask us about our all-encompassing financial
management services program

Financial planning is more than simply saving for your future. At Weir Financial, we provide an all-encompassing financial management program because we want to be more than just your financial planners—we are your advisors, consultants, educators, and friends. Together we will work hard on your behalf to help you work towards reaching your goals and planning for you and your family's future. Helping our customers, getting to know you and your family, building for your future—that is what Weir Financial is all about.

Other Services We Can Help You With:

Scouting out the right people, solutions and services are what make relationships the most successful! Through the trusted relationships that we have built over the years, we can also help connect you with: