Services

Fiduciary ⋅ [ fuh-DOO-shee-air-ee ]

Noun. A Financial Advisor who occupies a position of special trust and confidence when working with a client.

Services

Personal Retirement Planning
(Tax-Efficient Saving)
  • Traditional IRA
  • ROTH IRA
  • 529 Education Account
  • HSA Account
  • 401k or 403b Saving Strategies
Retirement Distribution
(Tax-Efficient Distribution)
  • Roth Conversions
  • Pension Options
  • Traditional IRA Distributions
  • Big Event Planned Distributions
  • Employee Stock Sale
Family Protection
  • Life Insurance/Long-Term Care
Business Planning & Employee Benefits
  • 401k Plans
  • 403b Plans
  • Simple IRA Plans
  • SEP IRA’s
  • Cash Balance Plans
  • Group Health, Life, Short-Term Disability, and Long-Term Disability
  • Business Succession
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Weyenberg Financial, LLC. are not affiliated. This communication is strictly intended for individuals residing in the states of CO, FL, IA, IL, KS, MN, NC, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Weyenberg Financial, LLC. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

Copyright © 2024
Weyenberg Financial LLC