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.),
        -evaluating second homes, assisted living choices,
        -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.

Details on services and pricing are available on the Services page and FAQ page at WeaverFinancialPlanning.com.

You can follow us on Facebook or on our blog at WeaverFinancialPlanning.com.
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