2088 Washington Avenue,
At Weir Wealth Management, we pride ourselves on not only providing a fluid retirement plan, but also on educating our clients to 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:
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 saving 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.