242 Union Street,
1st floor #11,
Retirement is an exciting and sometimes nerve-wracking journey. Are you prepared for what comes next?
At Herweyer Financial, I treat every client with individual care. This starts with identifying your specific retirement goals and defining what a "happy" retirement looks like to you. Then I will work together figuring out what you will need to get there, what risks may be involved, and how to weather any storms that come your way.
My smart retirement strategies can help you:
How complex is your financial situation? What goals do you have for retirement? Do you know what questions to ask and how to stay on track?
My goal is to reduce your financial stress so you can focus on your goals. To that end, I offer plans focused on more than simple investment management with the occasional phone call. Together, we will:
Discounts available for annual service or specific situations.
For more complex financial situations and those looking for fair distributions of large estates post-retirement, the Platinum Plan offers:
For clients nearing retirement but with less complex situations, the Gold Plan offers support keeping your financial ship on course to ensure your goals are met. As part of this plan you will receive:
For those still in the early to middle stages of their financial journeys, the Silver Plan offers a budget-friendly option focused on goal setting and simple adjustments to avoid potential pitfalls. Services include:
On their own or as part of one of the plans above, I am happy to offer some services a la carte as needed. These services include:
As a proud naval veteran, I know the difficulty many veterans and military families face when it comes to financial advice and retirement planning. To better serve those who have served their country, I am pleased to offer a 20% discount on all fees over $500 for all veterans and family members of veterans
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."