WHO WE SERVE
For over 30 years we have specialized in the issues surrounding retirement. Retirement should happen only once, and therefore requires calculated planning, efficient spend-down strategies, and appropriate investment implementation. We can proudly say that we have never (not even once!) un-retired a client.
Our typical family comes to us with $1M of investable assets but we don't only cater to those with assets, our litmus test is all about attitude. If you have a high propensity to save and are the type of person who commits to your goals, then you will fit right in. No minimum investment required.
(special consideration and care are made for relatives of current clients)
It is very common for executives to receive non-monetary compensation. We love to decode and thoroughly plan out your complicated comp structure so you can take full advantage of your resources.
Don't trust Wall Street or the big banks? That's okay, neither do we. The people who choose to work with us are independent thinkers. They understand that their financial plan is theirs and theirs alone, regardless of what the Jones's are doing.
This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, FL, MD, NV, OR, TN, TX, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.
Wiegand Financial Group, 9816 Marine View Drive SW, Seattle WA 98136.