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
   new insurance/annuities
Medicare planning
Health insurance assessment

Some experts say you should plan to have enough life insurance to cover at least five to 10 times your annual income. Life insurance is not just for older individuals, it is also very important particularly if you have a young family. How would your family manage financial if they were suddenly without one parent's income? It is best not to simply guess, but talk and plan it through with your financial advisors. We can help — call Weir today at (262) 618-4926.

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: