Broker Check

Guidance

Do you know exactly how much money it is going to take for you to be able to retire comfortably, and to remain comfortably retired? At Weller Financial, we specialize in tailoring plans to not only fit your current situation, but also provide a foundation for future growth. We offer a free assessment to help you determine if there are potential gaps in your retirement planning. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protection

Uncertainty leaves room for opportunity. At Weller Financial, we can solidify tomorrow by planning today. As Warren Buffett said, "You can sit in the shade tomorrow because of the tree you planted today". We take your numbers and your goals and build your exclusive financial blueprint. We understand that each financial blueprint needs to be unique and tailored specifically to you and your needs. 

Build

Growing your wealth requires patience and foresight. With our time-tested strategies, we’ll help you build long-term profitability. Understanding that life can take twists and turns, we builda long-term plan that has flexibility if the need arises. We will give you advice and help you implement and live out your exclusive financial blueprint.

Live

After putting all the pieces together to help you build your retirement, we help give you the peace of mind that lets you sleep at night, live a full life and make a difference. A good defense is the best offense; with a plan in place we monitor and guide any changes along the way. Having an emergency plan in place and building flexibility into your financial blueprint, helps you keep on track when life happens and adjustments need to be made. 

Our Areas of Expertise

Helping You Sustain Your Legacy

To provide long term security for your family, you must have a blueprint for success. We take the time to walk you through a process and look at your future goals and dreams. This allows us to work on your best interest to determine the best plan of action, helping you build a safe bridge to retirement.

We offer comprehensive solutions through a spectrum of financial strategies and services. From growing your wealth to planning for your family’s future, Weller Financial is Grand Rapids' safe money advisor.

 Off WallStreet Alternatives 

We utilize off WallStreet alternative strategies that will keep your principle safe from market loss, yet gives the opportunity for competitive growth.

 

 401k & IRA Rollovers

It can be challenging to know all the rules and potential tax consequences when you are looking at a 401k or IRA Rollover. With our financial planning and tax planning expertise, we can help you look at your options and possible pitfalls.

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Tax Services

Let us handle the details. We’ll help manage your affairs so tax season doesn’t seem so daunting. Our tax experts work directly with our financial experts on your behalf and will help you look at all the possible tax consequences of any financial decision you make. Therefore, you can make informed decisions regarding your finances.

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