Services for Business Owners


You’ve worked hard to build your business. Now it’s time to build retirement income with a plan that grows with you.

Let’s be honest: Managing your company’s retirement plan isn’t the high point of your day. Or week. That’s why it’s nice to have a partner who’s #1 job is tending to these matters.  Weiner Financial Group, LLC is a hands-on pension planning manager, one that works with you to design a tax-efficient retirement program that supports company goals, rewards key stakeholders, and encourages all employees to benefit.

Consider our fresh investment ideas for:

  • 401(k) Programs
  • Profit Sharing Plans
  • Stock options
  • Corporate Pension Programs


Taking risks is a fact of business life, but minimizing investment risks is part of the success equation.

With more than 30 years in financial mangement, Weiner Financial Group, LLC has consulted with businesses, corporations and individuals to manage risk and develop investment plans that weather the inevitable ups and downs of the financial markets. Among our strategies for long-term retirement security are: 

  • Funding buy-sell agreements
  • Key man insurance coverage
  • Bank loan facility coverage with life and/or disability insurance
  • Group term life, disability and long-term care coverage


Corporate tax planning goes well beyond good accounting, and our dual expertise in tax law and investment management serves our clients well.

Savvy investing, using before-tax dollars, produces maximum returns by:

  • Minimizing taxes through proper business structure
  • Generating growth in varied investment climates
  • Maximizing dollars drawn from the business
  • Increasing after-tax profits


Build your business from the inside out by rewarding executives and creating loyalty in valued team members with personal financial services.

In addition to managing company-sponsored retirement plans, Weiner Financial Group, LLC designs executive and key employee compensation plans that meet your company’s objectives. We offer personal financial services to executives and every member of your staff, including investment portfolios outside your 401(k) or pension plan.

Our advice is confidential, individual, and an integral part of our extra measure of service to you. Call 734-619-6836.