With years of experience and training, Weidner Financial Group can advise you as you plan your investments* and consider the best organization of your estate.
Retirement Planning*
We can assist you in investing for your retirement. Some of the many retirement accounts we handle include:
- Individual Retirement Accounts (IRAs)*
- Roth IRAs*
- IRA rollovers*
Estate Planning
We are knowledgeable in planning techniques available and can coordinate your insurance programs with:
- Estate Trusts
- Marital Bypass Trusts (A/B trusts)
- Simple Wills
- and more
Life Insurance
We provide life insurance coverage to include:
- Term Life
- Variable Life*
- Universal Life
- Whole Life
- Disability Insurance
- Buy/Sell Insurance Plans
- Key Man Insurance
- Life Insurance Private Pension Plans
- Second to Die Insurance to Cover Estate Taxes
- Joint Life Insurance Programs
All products and services are brokered to ensure the best possible pricing and fit for our clients.