Our Values
Weyenberg Financial, LLC. is built on Christian values and strong fiduciary principles.
Fiduciary (advisory relationship only): A person or organization that acts on behalf of another person or persons, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests.
Our Mission
We partner with clients to provide qualified financial advice based on active listening, thorough planning, diverse service and product offerings to provide financial confidence. We strive to select services and products that align with our Christian values and those of each client.
Our Proposition
- Actively listening to each client’s current and future needs
- Utilizing this knowledge to provide informed financial recommendations
- Advising individuals with consideration of current and future incomes, timelines, costs, taxes, distributions, retirement plans, and estate planning
- Supporting employers and their employees through the implementation and administration of 401K, 403B, SEP, and SIMPLE retirement plans, as well as other employee benefits, including Cash Balance plans, Group Health, Life and Disability Insurance
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
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What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
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Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
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