Financial Planning Services provides fee-only financial advice to individuals, organizations and business owners. Financial Planning Services provides a casual atmosphere where you can find answers and solutions for all your financial questions. Retirement planning, tax planning, estate and trust planning and administration, and portfolio oversight and analysis.
Our 33 years of business experience have built a solid foundation for providing comprehensive and sound financial advice. We provide fee-only financial planning. We supply you with advice on an hourly basis, and we do not sell any investment products. In other words, our compensation is not tied to commissions earned on sales.
Our 33 years of business experience have built a solid foundation for providing comprehensive and sound financial advice. We provide fee-only financial planning. We supply you with advice on an hourly basis, and we do not sell any investment products. In other words, our compensation is not tied to commissions earned on sales.
Services
Richard H. Weidner, CFP, established Financial Planning Services in 1981. Before beginning the company, Mr. Weidner served as Executive Vice President of the Bank of New Jersey. While at the Bank, he administered over a thousand Trusts and Estates, including a family wealth trust valued at over $600,000,000 at that time.
At Weidner Associates, LLC, we pride ourselves on being a place where you can find answers to ALL your financial needs. Retirement Planning: Many of our clients have accumulated their net worth in a number of places, including IRAs, 401ks, pension plans, etc. We specialize in helping simplify the process of seeing the entire picture of your net worth and putting it to work to achieve your retirement goals.
Lowell Miller, in his book, "The Single Best Investment" makes the statement, "Long term investing is about character, about depth of vision and the cultivation of patience, about who you are and who you've made yourself to be." There is no successful investor gene, and they aren't able, yet, to clone Warren Buffett.
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