Grow With Your Goals Process
A plan is only as strong as its roots. Our three-step Grow With Your Goals Process aims to firm up your financial situation and set you on a path toward a more fruitful future.
Serving Our
University Community
When it comes to the unique benefits systems of our local colleges and universities, you could say Laury Weiner has intimate knowledge of them. Not only has our founder's financial planning helped employees of the schools and their families, but Laury's wife of 25-plus years, Jessica, is a respected Professor Emerita of Dance at the University of Michigan. In addition to the many other benefits of sharing life with a talented artist, Laury has become familiar with the excellent benefits program Jessica enjoys — and he’s passionate about helping others get the most out of it.
We know how invested you are in your work, and that level of care can sometimes come at the expense of time spent monitoring your financial investments and other financial assets. That’s where we can help. Weiner Financial Group is dedicated to presenting analysis of your situation, working with you to identify your objectives and providing sound direction that can equip you with greater confidence, control and stability in reaching your retirement goals.
Weiner Financial Group, LLC is not affiliated with any specific university.
Complimentary ebook:
What Financial Challenges Will You Face?
The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:
- How an experienced financial professional can help you identify your “what-ifs” about retirement — and then help you figure out how to address them.
- How the average person spent $146 a year on health care in 1960 compared to the average cost today.
- How to ask the right questions about retirement, including: How do I make my money last?
Download your free retirement guide now and take the first step toward taking control of your financial future.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
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