A Fee-Only Registered Investment Advisor

Weydert Wealth Management

Be at ease with your money

 

Financial Planning

 

Personal Financial Planning

We provide personal financial planning services designed to:

*  Determine the optimal lifestyle you can afford

*  Determine if you're saving or spending too much or too little

*  Determine when you may be financially independent

*  Align your resources in support of your goals

*  Properly manage debt

*  Properly manage cash

*  Properly address risk management

*  Minimize taxes

*  Achieve legacy planning objectives 
 

Business Financial Planning

We provide business financial planning services for retail and manufacturing companies with 5 - 100 employees designed to:

*  Optimize cash reserves and cash flow

*  Properly manage debt and capital structure

*  Determine how much it will cost and how to finance business objectives

*  Align your resources in support of your goals

*  Properly manage debt

*  Properly address risk management

*  Minimize taxes

*  Achieve estate planning objectives