Joseph Weller

Please reach out if we can help you understand this important financial goal.

What Is Escrow? Escrow on a mortgage helps you to save for property taxes and homeowner’s insurance. But it adds to your monthly payment. Here’s what to know about escrow.

This is the kind of story we help clients with every day. Let’s get started on yours.

How Financial Planning Helped This Musician Turned His Passion Into a Career Musician Jonny Lipford turned his love of the Native flute into his career. Read how a financial plan helped him do it.

Reach out if you want to discuss how different retirement saving options could work with your personal financial strategy.

9 Types of Retirement Accounts You Should Know When it comes to for retirement, 401(k)s and IRAs are the best-known saving options, but there are many others that could make more sense for your situation.

You probably know bonds can play a critical role in an investment portfolio. But what exactly are they? Here’s what to know about the different types of bonds.

Bonds 101 Learn about different types of bonds, including what bonds are, why should you invest in them, and investing in bond funds vs. individual bonds.

Let's touch base if you’re trying to figure out the impact debt could have on your retirement plan.

Should You Pay Off Debt Before Retirement? Entering retirement without debt may be ideal, but it’s not always possible. Here’s what to know about paying off debt before retirement.

Social Security payments will rise next year to keep up with inflation. But the math behind the hike is all the more reason it can pay to delay filing for benefits.

Why Now May Not Be the Best Time to Take Social Security

When should Money Market Accounts be used? Below is a quick article that helps explain.

What Is a Money Market Account? Learn how a money market account works, how you can benefit from a money market account, and how a money market account compares to other types of savings accounts. 

The road to financial wellness isn’t always smooth. A financial plan gives you the freedom to navigate to your next destination in life without roadblocks.

Knowing the cost of long-term care can help you improve your retirement plan. Find out what you can expect in your area and across the country: bit.ly/3JVIkkO

Legacy planning means planning with, not just for, the rising generation. Let’s work together on your plan.

Legacy Planning: Starting the Conversation With Your Heirs Parents with wealth want their resources to enhance the lives of their children rather than harm them. But that enhancement doesn’t just happen on its own. It requires communication with — and education of — rising generation family members.

If you’ve talked about it, dreamed about it, daydreamed about it, or hoped for it, we can help make it happen.

Not just years from now, right now. That’s because we do financial planning differently, designing your plan for your priorities—today and tomorrow.

Want to see what a personalized plan can do for you? Let’s talk.

Those things you love to do, we can make a plan so you can do more of them, more often.

That’s because we base your personalized financial plan on your life and priorities, so no two plans are alike.

Want to see how we can help you, and your family, plan for all the things you live for? Let’s connect.

Working for one of the financially strongest companies in America means my clients can count on me to be there whenever they need me. Find out more about our commitment to delivering industry-leading value now and for years to come: bit.ly/3QckvXa

Side effects of a good financial plan include:

▪ Better sleep
▪ Smiling more
▪ General happiness

Ready to make a plan? Let’s talk.