Weaver Financial

I provide comprehensive financial planning and investment management on a fee only, no commissions basis.  That means I advise you on:
        -investments (CFAs are experts on investments.),
        -taxes (CPAs are good at taxes!),
        -retirement planning (Most CFP's look at the whole picture and plan comprehensively.),
        -as well as:  employee benefits and pensions, estate planning, insurance, cashflow management, and more.

I do not sell you investments or insurance that gives me a commission.

There are 2 professional standards in my industry:  fiduciary and suitability.  I follow the fiduciary standard where I'm required to give you advice based on what's in your best interest (vs suitability where a commissioned investment may be suitable for you but not in your best interest).

I've educated myself highly (CPA, CFP, CFA) so I can provide thorough advice when working with you.   /FD