J Jeffrey Weller Semler Financial Group

J Jeffrey Weller Semler Financial Group

We prepare and protect your financial future. Investments
Retirement
Life Insurance
Benefits J. Third-party posts do not reflect the views of J.

Mission
Semler Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided comprehensive and personal service, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind. Registered Representative and Investm

05/03/2024

When you protect your retirement, you protect your freedom to pursue your favorite hobbies and discover new passions. Learn how long-term care protection from OneAmerica can help you safeguard your finances.
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05/02/2024

When you retire, you should be able to rest easy, knowing that your income will last you the rest of your life. Secure your financial future with long-term care protection from OneAmerica.
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04/25/2024

Retirement can be a wonderful opportunity to spend more time with your friends, family and loved ones. Protect that precious time by safeguarding your retirement with long-term care protection from OneAmerica.
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Women and Money | LinkedIn 09/15/2023

Please join our webinar "Women and Money" on Thursday, September 21st at 4:30 p.m. to look at some of the unique financial challenges women often face.

Women and Money | LinkedIn Join us as we take a look at some of the unique financial changes women often face, and then some steps women can take to take charge of their financial future.

08/30/2023

Retirement should be a wonderful time spent with friends, family and loved ones. Protect that precious time by safeguarding your retirement with long-term care protection from OneAmerica. https://tinyurl.com/28oxru6r/

08/28/2023

Long-term care protection is NOT just for the elderly. It was a financial lifeline for this couple when in their 40s. https://tinyurl.com/2bfstnyf/

08/21/2023

Family always comes first. Let us help you protect yours for a lifetime. Reach out to me to learn how. https://tinyurl.com/23e75rx2/

08/07/2023

There are always questions around the need for and specifics of long-term care protection. Learn more about your options for protection. https://tinyurl.com/2bbwq6jy/

The Parents' Guide to Dealing With Money Stress as a Couple 07/20/2023

Don't let financial clashes put stress on your relationship. Get on the same page, stop arguing and get on your way to making smarter spending choices.

The Parents' Guide to Dealing With Money Stress as a Couple No matter how much you love each other, talking about money can feel awkward and scary—but confronting your finances together will pay off.

These Are The 5 Biggest Financial Mistakes Young Parents Make 07/19/2023

Text/Link — Raising a child can leave little free time to think about your financial future, but not doing so could cost you big time. Parents…don't make these 5 financial mistakes.

These Are The 5 Biggest Financial Mistakes Young Parents Make Planning for your retirement, saving for your child's education, and maxing out your health care savings accounts are ways to secure your financial future while planning for your child's. Here are mistakes to avoid and how to fix them, according to experts.

OneAmerica | Financial Wellness 07/18/2023

Choosing a can be challenging. Check out these qualities to look for in a financial professional.

OneAmerica | Financial Wellness Multi-factor authentication strengthens account security. To authenticate this device, select how you will receive your one-time PIN. Your PIN will be valid for 5 minutes. How do you want to receive your one-time PIN for account access?

How to Save Money on Everyday Expenses 07/12/2023

Making simple changes to spending can be an easy way to help you start saving. Learn how to save money on everyday expenses. https://tinyurl.com/26fxy7a3/

How to Save Money on Everyday Expenses Saving starts with just a few simple changes to your spending. Discover money saving tips and how to save money on your everyday expenses, like groceries, tr...

Financial Documents 07/11/2023

What paperwork do you keep or shred? Storing financial documents properly, but keeping them accessible, can save you time and frustration in the future.

Financial Documents Tips for financial documents: what to keep and what to shred that can help you save time and frustration.

Saving for College 07/10/2023

Saving for your child's college education can be one of your best investments. Start at birth and save as much as you can. A few dollars a week can grow significantly by the time your child goes to college.

Saving for College Saving for your child's college: Our cost calculator, tax incentives and financial aid information can help.

When to start retirement plan? 07/06/2023

One of the most common questions asked of financial professionals is, “When should I start my retirement fund?” It's never too early!

When to start retirement plan? One of the most common questions asked of financial professionals is, “When should I start my retirement fund?”

Parkinson’s law and smart spending 07/05/2023

Traditional strategies are based on accumulating wealth over time. But, Integrated strategies focus on accumulation AND distribution, which can result in potentially higher retirement income. Which would you choose?

Parkinson’s law and smart spending The premise of Parkinson’s law is that “work expands to fill the time available for its completion.”

OneAmerica | Financial Wellness 07/04/2023

There’s no doubt about it — saving money can be challenging, even when you have a specific goal in mind. But it's not impossible. The easier you make it, the more likely you are to be successful.

OneAmerica | Financial Wellness Multi-factor authentication strengthens account security. To authenticate this device, select how you will receive your one-time PIN. Your PIN will be valid for 5 minutes. How do you want to receive your one-time PIN for account access?

OneAmerica | Financial Wellness 06/28/2023

Use these tools to teach your kids about money. It's not easy, but it's important.

OneAmerica | Financial Wellness Multi-factor authentication strengthens account security. To authenticate this device, select how you will receive your one-time PIN. Your PIN will be valid for 5 minutes. How do you want to receive your one-time PIN for account access?

OneAmerica | Financial Wellness 06/27/2023

Creating a household budget can be hard work. We have 4 tips to get you started.

OneAmerica | Financial Wellness Multi-factor authentication strengthens account security. To authenticate this device, select how you will receive your one-time PIN. Your PIN will be valid for 5 minutes. How do you want to receive your one-time PIN for account access?

06/26/2023

You know the importance of keeping your body healthy. Similarly, adopting healthy financial habits can help you stay on track with your goals. Here are 4 habits to help you stay financial fit. https://tinyurl.com/2mtkerfb/

Your Beneficiaries 12/06/2022

Ensuring your beneficiaries are updated can minimize the strain on loved ones who manage your estate and ensure your wishes are followed. Otherwise, there could be delays in estate distribution and an increase legal fees.

Your Beneficiaries It’s important to keep your beneficiary information updated; it can cut down on costly escrow or estate proceedings.

12/05/2022

You should look for opportunities to preserve your estate as much as possible for loved ones or the charities you support. Two strategies for preserving for intended recipients are the marital deduction and the unified credit.

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12/04/2022

If you want to as part of your financial plan, there are two options to consider: lifetime transfers to individuals and charitable gifts to organizations. Each has its own advantages.

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12/02/2022

Donating money to a good cause is a thoughtful way to . It also can be fiscally smart. Here are some points to consider when preparing your .

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12/01/2022

Whether leaving a legacy to your loved ones or giving to a charitable organization after you're gone, beneficiaries may owe estate taxes.

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Leave a Legacy 11/30/2022

Lack of estate planning, coordination and inheritance questions can cause frustration, regardless of the family economic status. Make decisions now that can help support your loved ones emotionally and financially.

Leave a Legacy Whatever your income level, you can leave a financial legacy to help take care of the people and causes you love.

11/29/2022

When Paul lost his fight with cancer, life insurance helped him leave a legacy for his wife, Stephanie, and their family.

OneAmerica | Peace-of-Mind Multi-factor authentication strengthens account security. To authenticate this device, select how you will receive your one-time PIN. Your PIN will be valid for 5 minutes. How do you want to receive your one-time PIN for account access?

Estate preservation planning with life insurance 11/28/2022

Having life insurance as part of your roadmap can help you preserve your estate and leave a legacy for your family.

Estate preservation planning with life insurance Even after you’ve retired comfortably, there’s 1 more very important financial step you need to prepare for: passing on your accumulated wealth.

10/14/2022

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