Joanne Weidner is a Certified Retirement Counselor (CRC), a Certified Medicare Insurance Planner (CMIP) and a member of the Million Dollar Roundtable (MDRT) where she qualifies as Top of the Table, being one of the top advisors in the world.  She has been in private practice for over 40 years. She and strives to develop personal relationships with her clients and seeks to help them understand their retirement in live terms. Her goal is to make
sure clients feel completely knowledgeable and comfortable when making the decision to retire, knowing in detail what their retirement will look like. This takes the guesswork away from the client and helps to relieve fears as to whether they will be able to afford the retirement they dream of.  Ms. Weidner does not charge for office consultations, and she strives to provide services to
her clients at low cost or no cost in every scenario possible.

No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.