What services do you offer as a financial advisor?

We offer a wide range of financial advisory services, including retirement planning, investment management, tax planning, education planning, estate planning, and insurance analysis. Our goal is to help you achieve financial independence and security.

Do you have a minimum amount of assets required to work together?

No! As long as you are friendly and willing to take advice, we can help you.

How do you tailor financial plans to individual clients?

We begin with a comprehensive assessment of your current financial situation, goals, risk tolerance, and time horizon. Based on this information, we create a customized financial plan designed to meet your specific needs and objectives.

Are you a fiduciary?

Yes, we are fiduciaries, which means we are legally and ethically obligated to act in your best interests. We prioritize transparency and integrity in all our dealings. 

How are you compensated for your services?

We offer flexible compensation models, primarily operating on a fee-based structure. However, we may also earn commissions on certain products. Our commitment is to provide clear and transparent pricing structures that suit your preferences.

How often will we meet to review my financial plan?

We recommend meeting at least annually to review your financial plan, but we are available for more frequent meetings as needed. Our approach is flexible, ensuring you receive the support and guidance you require.

Can you help with retirement planning specific to Pennsylvania?

Absolutely! Weintraub Financial is a family business, and we have been in the Southampton area of Pennsylvania for many years. We have extensive experience in helping clients plan for retirement in Pennsylvania (but not just Pennsylvania!) We consider factors like state taxes, healthcare options, and the cost of living in our retirement planning services. 

What should I bring to my first meeting with you?

For your initial consultation, please bring any relevant financial documents, such as recent tax returns, investment statements, and a list of your financial goals and concerns. This will help us better understand your situation and provide tailored advice.

How do you stay updated with financial regulations and market trends?

Our team is committed to continuous education and professional development. We regularly attend industry conferences, participate in workshops, and stay informed about changes in financial regulations and market trends to provide you with the most current and effective advice.

How can I schedule a consultation?

You can schedule a consultation by calling our office, sending us an email, or filling out the contact form below. We look forward to helping you achieve your financial goals!