AUTHENTIC ADVICE

FOR YOUR LIFE

SERVICES

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FINANCIAL PLANNING

We will collaborate and communicate about your financial life, establishing goals and assigning jobs to your money.
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TAX PLANNING

An annual review of your tax return is essential to make sure you have a good understanding of your tax situation. We identify opportunities to help make your portfolio more tax efficient as well as plan ahead for future tax years.
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CHARITABLE PLANNING

What causes are important to you? There are many ways to support organizations and causes that you care about that offer tax benefits to you.
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LEGACY PLANNING

Small changes can lead to big outcomes. Let’s talk about where you want your assets to go. We will look at account ownership and beneficiaries to make sure that your legacy is protected.
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INVESTMENT MANAGEMENT

We provide customized, disciplined and tax efficient money management at a reasonable cost. Together, we find out what your risk is and build a portfolio around that. We communicate regularly with you, every step along the way.

Annuity

ANNUITIES

We offer both fixed and variable annuities designed to meet the needs of clients looking to generate income, secure stable interest rates, or achieve growth guarantees with added protection. Whether you’re planning for retirement or seeking ways to safeguard your financial future, our tailored annuity options provide flexibility and peace of mind.
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COLLEGE PLANNING

We’ll help you build a smart plan to fund education without sacrificing retirement. From choosing the right savings vehicles to positioning assets for financial aid, we’ll create a strategy that maximizes tax benefits and keeps you in control.
Retirement Planning

RETIREMENT PLANNING

Are you thinking about retirement…or already retired? Let’s talk about how you have things structured to make sure you can retire or stay retired. We use sophisticated planning software to test whether you are on track while analyzing things like cash flow and what-if scenarios.
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Tax Planning

The Secret to Great Financial Planning Lies in Effective Tax Planning

While Weller Capital is not a tax advisor, we believe that tax planning is an essential part of the financial planning process. We review our client’s tax returns each year and refer to them throughout the year when making decisions with our clients. Topics for discussion as a result of our analysis include, but are not limited to: marginal tax rates, effective tax rates, capital gain rates, itemized vs standard deductions, capital gains/losses, tax loss carry forwards when applicable and how income affects Medicare premiums. This review helps us to identify opportunities and plan ahead with our clients. When a client has a lump sum cash need, or income need, reviewing their tax situation is critical to decide where the most efficient place is to take funds from their portfolio. We will also work hand in hand with a client’s CPA upon request, including being in planning meetings together as well as sharing our strategy and results so we are all on the same page. Financial planning without reviewing your tax return is like setting out on a road trip without a map.

EXPERIENCE.
INTEGRITY.
INSIGHT.

EXPERIENCE.
INTEGRITY.
INSIGHT.

BACK OFFICE SERVICES

Our relationship with an experienced back office service provider brings leverage to our firm and to our clients. We are aligned with many other like-minded independent advisors who also utilize these back office services. This creates several benefits for us and our clients:

  • A large, experienced service and support team. We have direct access to a veteran team of service and investment specialists. We are plugged into a team of over 25 people to assist our clients.
  • Business continuity. Our firm is part of a large independent advisor network which is available to help in times of crisis and/or serve as a resource to us and our clients.
  • Ability to manage costs. We are better able to control our cost of doing business. By establishing a consistent cost for many of our business expenditures, we have more control over these operating expenses.

As always, please feel free to contact us with any questions.

Very truly yours,
John M. Weller, CFP®
President

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