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Services Offered

Helping clients through important life transitions is what financial planning is all about. Whether it is planning for retirement, buying a new home, changing careers, or planning for a child's education, helping you to achieve your goals is of paramount importance. During our initial consultation with you, we will discuss your goals and objectives and determine the scope of our relationship. We will only agree to an engagement with you if we are convinced that we can provide value to you that is greater than your financial commitment to us. Please contact us for a no-cost, no obligation consultation.

The services below collectively represent the financial planning and management process as practiced by Weingarten Associates:

Goal Planning

Goal planning involves identifying and prioritizing our goals. Most people have more goals than they may even be aware of.

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Retirement Planning

Retirement planning is the traditional term used for planning for financial independence.

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Asset Allocation & Investment Planning

Numerous academic studies have shown that the most important part of an investment plan is the establishment of a detailed asset allocation policy.

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Education Planning

With ever increasing tuition costs, saving for education is becoming a much more difficult endeavor. For those saving for your children's, grandchildren's, or your own...

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Cash Flow Planning

For many people, this is the most difficult area to get a handle on. It is relatively easy to identify your income.

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Income Tax Planning

Tax planning goes hand-in-hand with cash flow planning. Our job is to help you maximize the dollars you keep, and minimize the dollars you hand over to the government.

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Risk Management & Insurance Planning

For many people, this is the most difficult area to get a handle on. It is relatively easy to identify your income.

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Estate Planning

Estate planning is less about one's death, and more about the disposition of one's wealth during life and after death.

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