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Our Mission

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We start by having an initial meeting with you,free
of charge, to gather information and documents
that will assist us with planning your retirement.
Then, we enter your data into Emoney, a software
program that walks you through your retirement in
live terms. Once you are in our system, we meet
with you again, free of charge, to show your results
and advise you on next steps to reach maximum
goals to live the retirement you dream of.
• At least one annual, in-person meeting per year to
review your investments and Emoney to track the
success of your retirement.
• Regular investment monitoring reports sent to
you to show how we are performing against other
• Annual Medicare review to compare your current
Medicare and Medicare Rx plan to other plans based
on benefits and pricing.

Our History

Our History

Joanne Weidner is a Certified Retirement Counselor (CRC) who has been in private practice for over 40 years. She 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.

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