In 1997, Weaver Insurance expanded its Life Insurance and Property & Casualty lines of service to include Financial Services. This division has experienced tremendous growth since then, and now includes professionals that specialize in:
- Investment Planning with IRA’s, 401(k)s, Stocks, Bonds, REITs, and Limited Partnerships
- Retirement Planning to Include Income Needs Calculations and Analysis
- Social Security Planning and Integration with Your Existing Portfolio
- College Savings Planning and Strategies
- Portfolio Analysis and Review
