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Founders

Ron and Lee Weller, along with their son Jeremy, are the founders of Weller Financial. It was founded on the belief that retirees should be able to know that the money they put away during their working years will be there for their retirement years.

Rule Number 1: Never lose money. Rule Number 2: Never forget rule number 1~ Warren Buffett  

At Weller Financial, we know that each client is an individual, with unique goals and dreams, which a one size fits all approach will not work. So instead, we work exclusively with each client to find the unique strategy(ies) that will create financial security and address potential income challenges faced by today's retirees and pre-retirees.

Weller Financial helps their clients bring greater safety and stability to their money, with a special emphasis on helping them to generate reliable streams of income for a richer retirement. Additionally, they focus on helping clients create legacies for those they love, which are meaningful and lasting.

Weller Financial can help you:

  • Identify lifetime objectives and strategies.
  • Understand all your options and determine your risk profile.
  • Design a responsible growth and protection program.
  • Create a complete retirement income plan by combining Social Security and your other sources of income (401K's, IRA's, Pensions and Savings)

Weller Financial helps you to avoid common financial mistakes, like inefficient asset allocation, overpayment of taxes, or lack of catastrophic health care planning- all of which can create gaps in your retirement planning.

Contact us for a free book or a free consultation that will help you build your bridge to a secure retirement.