FINANCIAL PLANNING is a plan of action designed towards meeting your financial goals. A good financial plan should look at the big picture, taking into consideration accounting, investing, tax, and insurance issues.

Nearly everyone needs a financial plan, but not everyone needs a financial advisor. But in this era of inflation, constantly changing tax laws, increasing volatility of investments, job changes and other factors beyond our control, it is nearly impossible to stay on top of things as an individual. That is why it is imperative that you seek advice in financial planning. As your financial advisor we will assess your portfolio and design a plan to help you work towards meeting your financial goals. We look at the big picture, taking into consideration investing, tax, and insurance issues.

*Stock, bonds, mutual funds and variable products are not suitable for all investors. Please read a prospectus carefully before investing. A prospectus may be obtained by contacting Weir Financial or directly from the mutual fund, insurance company or offering entity.