Meeting Just For You.
We can come to you or you can visit us at our historic building in Cedarburg, (262) 618-4926.
Comprehensive financial planning
so you don't have to paddle against the current
Closely following the 5-Step Plan developed by Scott Weir, your Weir consultants will help you navigate the wealth management waters and ensure that you clearly understand your financial path. Through insightful discussions, in-depth analysis and a strategic planning process, together, we will work towards implementing a plan that works for you and help you work towards meeting your financial goals.
To successfully plan for your future, your financial journey should encompass:
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Financial planning is creating a plan to evaluate your current financial situation, identify your needs, and plan for future life events.
Once your financial plan is in place, wealth management is the process where we start working to reach those goals by providing advisory services on your investment options.
Saving for a college education is often one of the most significant financial goals for a family—coming in third behind saving to buy a house and for retirement. Having an educational plan in place can help make it easier to attain your savings goal. With Education Planning, not only are you savings for, but also investing in the future.
Anticipating and arranging for the disposal of your estate. This preplanning of your estate attempts to eliminate uncertainties over the administration of a probate and maximizes the value of the estate by reducing taxes and other expenses.
Having a tax plan in place will help you discover how you can accomplish the other elements of your financial plan in the most tax-efficient manner possible. Tax planning allows the other elements of your financial plan to interact more effectively by reducing tax liability.
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.
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: