Weiner Financial Group, LLC

CONNECT

Address:

2020 Hogback Road
Suite 4
Ann Arbor, MI 48105

Phone:

734-619-6836

Planning Services

We listen to your goals and help you realize them through sound financial planning strategies that support security, confidence and peace of mind.

Our management goes above and beyond good beginnings. We are hands-on managers who involve our clients as an integral part of the planning process. We carefully choose and closely monitor your investments and advise whether and when changes should be made.

Our planning services for individuals and families include:

PRE-RETIREMENT PLANNING

  • Analysis of current savings programs
  • Maximizing performance in IRA and 401(k) programs
  • Portfolio analysis and rebalancing
  • Annual budgeting for savings and investments
  • Development of long range retirement plans

RETIREMENT INCOME PLANNING 

  • A written plan for a comfortable standard of living
  • Pension plan distributions and IRA rollovers
  • Portfolio analysis and rebalancing
  • Annual budgeting for savings and investments

INVESTMENT PLANNING & MANAGEMENT

  • Matching investment vehicles to needs and goals
  • Evaluating specific investments
  • Consideration of tax consequences
  • Risk-return analysis
  • Consolidation and simplification of investment accounts
  • Monitoring and evaluating investment performance
  • Annual Portfolio Reviews

TAX PLANNING 

  • Maximizing the use of deductions
  • Deferral of taxes
  • Income shifting between family members
  • Tax reduction through appropriate investments
  • Tax returns professionally prepared

ESTATE PRESERVATION 

  • Minimize taxes, expenses, delays and publicity
  • Proper management of family assets
  • Evaluating titles to property
  • Post-mortem planning and tax work

DISABILITY AND LONG-TERM CARE PLANS

  • Maintaining family income in the event of disability or death
  • Identifying current and future risk exposure
  • Evaluating cost-effectiveness of current insurance coverage
  • Planning long-term nursing care coverage, when appropriate

To schedule a complimentary consultation to enhance your financial future, call 734-619-6836 or send an email to julie@weinerfinancialgroup.com.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck