Meeting Just For You.
We can come to you or you can visit us at our historic building in Cedarburg, (262) 618-4926.
Insurance Services that keep you on
the right path
Mapping your future includes not only saving for your future, but also protecting your savings and income. A review of your current life insurance coverage ensures you have proper coverage to meet your life and long-term disability or care needs. As your advisor, we will help you work towards making informed decisions to ensure that you have the appropriate insurance in place to protect you and your family.
• Valuation of life insurance/annuities
• Valuation of life insurance trusts
• Review of extended care insurance
- long-term disability
- long-term care insurance
• Assistance in obtaining
• Medicare planning
• Health insurance assessment
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: