Homeadmin2023-03-21T20:38:35-04:00

Aligning life and wealth.

Estate Planning, Financial Planner

Sustaining wealth
for life goals.

Consulting, Life and Wealth

retirement planning, insurance

Connect with
and Create your future

Coaching for LIFE

Financial Planner, Retirement Coach

Your Certified Life &
Financial Plan

Creative Solutions for LIFE

Connect with us

Facebook

LinkedIn

Brian Weatherdon

YouTube

[embedyt] https://www.youtube.com/embed?listType=playlist&list=UU8Kj4lkouKTxIg-r47WeGyw&layout=gallery[/embedyt]

Blog

May 2023 SWM Letter: US Debt-Ceiling, Cybercrime, Reviews.

Spring is a wonderfully happy time of year and I [...]

May 25th, 2023|

Cyber-breach: client info.

We received notice of a possible breach of security that [...]

May 3rd, 2023|

April 2023 SWM Letter: MONA LISA; TIMES TO INVEST; BANANA INDEX

Mona Lisa has never admitted whether she is smiling or [...]

April 25th, 2023|