Terrible Salesman.
Pretty Good Advisor.


Just Facts, Not Fluff.

Get Started in 3 Easy Steps:

  • 1

    DISCOVER


    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • 2

    EVALUATE


    We follow a specific process to examine your current financial situation and determine your retirement needs.

  • 3

    PLAN


    Receive a custom strategy to help you reach your unique retirement goals.

Trump-Tax

Instant Download

Will your retirement be affected by the Trump Tax Laws?

With this 10-page instant download, written by one of Washington’s savviest political observers, you’ll discover:

  • How your taxes could be affected by the Trump tax change – today and in retirement
  • Ways to help ensure your portfolio is as tax efficient as possible
  • Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary

Need more info?

Attend a live workshop


Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.

Next Event:
August 22
Financial Insights Webinar: Medicare & Medicare Supplements
12:00 pm | Online

 DISCOVER

Let’s Get Started


Fill out the form below to schedule your one-on-one meeting with Weldon. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

Schedule a Meeting