Services
Worried that your financial strategy is Missing something?
Protection & Insurance
Optimal insurance protection is one of the most important areas of financial planning. We analyze your coverages to be sure that you are protected no matter what.
We empower families by helping them discover their true purpose for money. Using Nobel prize winning academic investing principles along with the latest scientific discoveries in neuroscience and human behavior, we coach our clients to stay disciplined throughout a lifetime of investing.
- After working and saving for decades, retirement brings new challenges and new opportunities. Will you have enough income? How do you deal with inflation? When should you take Social Security and how do you evaluate your options? Do you still need life insurance, even though you no longer earn your income? At Weldon and Weldon Financial Coaching, we walk you through the maze of decisions with the goal of maximizing your retirement benefits.
Do you have a will? A living will? Advanced directives? Do you need a trust? Do you hope to leave a legacy for your children and grandchildren but aren't sure how to deal with estate taxes? We analyze each clients unique situation and goals to craft a plan that addresses their wishes. We can refer you to specialists in taxation, law, and finance to provide comprehensive estate planning services tailored to your needs and to the laws of your estate.