Weinberg Financial Advisory- Our Services


Personal Comprehensive Financial Planning

Financial planning is at the core of the services we offer individuals and families seeking to build, protect and preserve their wealth.  Retirement income planning; college savings, tax and estate planning, and insurance services are among the many components of the comprehensive financial plans we design to help you achieve your financial and lifestyle goals. 

Our financial planning process begins with a thorough analysis of your current situation, goals and objectives. During this review, we incorporate these and other important discussion items:

  • Cash Flow Analysis
  • Savings & Emergency Funds
  • Retirement Accumulation
  • Retirement Income Planning
  • College Savings
  • Tax Planning Strategies*
  • Insurance Planning
  • Estate & Legacy Planning
  • Charitable Giving

Because life is fluid and constantly changing, financial planning is an ongoing process. We will help you adapt your plan when changes, challenges or opportunities arise.  At Weinberg Financial Advisory, we use sound money management principles and strategies to help you achieve financial peace of mind through every phase of life.

*The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

Retirement Planning

At Weinberg Financial Advisory, we help you identify and analyze all the considerations of retirement planning, including your goals, how much income you will need, cost of living increases and potential obstacles. Then we will create a plan using suitable products and strategies to help you achieve your retirement goals. We will consider current savings, investments, employer-sponsored plans, inheritances and other opportunities.


Estate Planning 

A proper estate plan allows you to have greater control of your money throughout your lifetime. It provides for the unexpected (disabilities, etc.), minimizes taxes and facilitates a smoother transfer of wealth at death.  We will help you define your goals and recommend a range of gifting strategies, such as trusts and family limited partnerships, to minimize your overall estate and inheritance tax liabilities. We partner with leading attorneys and accountants to help you create a more complete estate plan, including wills (living and upon death) and powers of attorney.


Risk Management 

Should tragedy strike, a well-designed risk management plan offers your family protection against financial disaster.  We will help you:

  • identify your needs for long-term care, disability, and life insurance
  • determine the appropriate amount of coverage you'll need to meet those goals, and
  • select reputable carriers with which to partner.

Once your program is in place, we provide ongoing support and analysis to ensure you and your loved ones are protected for the future.


College Savings

Providing for a child or grandchild's education is a priority for many of our clients. We can help you give your child more options and opportunities by optimizing your education savings.  Based on your resources and goals, we will help you select from a range of investment opportunities, with consideration for tax advantages, management fees, ownership, state incentives, income limits, penalties, etc.


Portfolio Management

At Weinberg Financial Advisory, we help clients optimize their investment portfolio with personalied reccommendations. We will help you diversify your investments through asset allocation, balance risk with performance and ensure that your investments are appropriate for your objectives and market tolerance. Since today's markets are more volatile and complex than ever before, proper portfolio management is increasingly important. With our years of experience, we will help you optimize your investment portfolio to meet your goals today and for the years ahead.

Through independent money management firms, we take an innovative and proactive approach to wealth building, preservation and distribution.  Based on your resources and risk tolerance, we will design a customized investment strategy and recommend the investment platforms best suited to meet your goals.


Employee Benefits

Weinberg Financial Advisory works with business owners to streamline and optimize their employee benefit programs.  As your partner, we work with you to design, select, implement and manage the benefit programs that will most effectively meet your company goals.

We work with companies of all sizes; whether you need health, dental, vision or group ancillary benefits, or you are implementing an employer sponsored retirement plan, our objective is the same: to provide the most appropriate and cost-effective benefit solutions available, so you can focus your attention on your business and employees.


Business Owner and Executive Benefits

Business owners have unique financial planning needs. Typically, they are primarily focused on growing their business and sometimes are not aware of or overlook available strategies they can use to protect their business interests as well as attract and retain key employees. At Weinberg Financial Advisory, we advise on and implement solutions for:

  • Buy/Sell Agreements
  • Non-Qualified Deferred Compensation
  • Key Man Insurance
  • Cash Balance Plans
  • Supplement Executive Retirement Plans