Weir Financial » Financial Planning

Retirement Planning

Is the process of assessing your readiness-to-retire given a desired retirement age and lifestyle, i.e. whether one has enough money to retire; and chart a cource of action to accomplish your retirement goals.

Retirement Planning offered through: Scott Weir scott@weirfinancial.com

Estate Planning

Is the process of anticipating and arranging for the disposal of an estate. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.

Estate Planning offered through: Attorney Doug Fitzgerald www.fitzgeraldlawoff.com or your own attorney.

Tax Planning

The purpose of tax planning is to discover how to accomplish all of the other elements of a financial plan in the most tax-efficient manner possible. Tax planning thus allows the other elements of a financial plan to interact more effectively by reducing tax liability.

Tax Planning offered through: Jim Peterson CPA jim@kjercpa.com or your own tax advisor.

Scott Weir does not provide legal or tax advice. These topics are discussed in conjunction with your CPA, Tax Advisor and Attorney.

Stocks, mutual funds, exchange-trade funds, and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting Weir Financial or directly from the mutual fund, insurance company, or offering entity.

This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Weir Financial and any of its employees or representatives acting as an agent, may transact business in a particular state only if first registered, excluded or exempted from registration requirements either individually or as a firm. Weir Financial CEO and President are Registered Representatives of First Heartland Capital, Inc., a registered broker/dealer based in Lake Saint Louis, Missouri. Weir Financial is not affiliated in any way with First Heartland Capital, Inc.