Jim Weglein
Independent Financial Advisor bringing thoughtful guidance to emotional and complex life transitions
- Role
- Independent Financial Advisor, Owner at Alere Planning Llc
- Location
- Towson, MD, US
- LinkedIn followers
- 500 followers
About Jim Weglein
Alere Planning\'s mission is to bring thoughtful guidance to emotional and complex life…
Experience
Independent Financial Advisor, Owner
Mar 2017 — Present · Towson, MD, US
Alere Planning’s mission is to bring thoughtful guidance to emotional and complex life transitions. Alere is Latin meaning to develop, promote and nurture – the client experience we strive to deliver. We utilize a financial \"life\" planning approach - helping our clients pursue the best possible life with the resources they have. A typical client engagement may include: • Overall financial organization • Cash flow and spending analysis • Savings, investment and rollover strategies (retirement, education funding, income, etc.) • Individual and employer benefit assessment • Tax planning • Retirement income planning and health care strategies • Retirement life planning - helping clients prepare for their next phase • Legacy planningAlere Planning, an independent financial services firm, was founded on the idea of serving a select group of households and executives / business owners as a member of the family. We like to think of it as building our own “ark” for folks seeking ongoing, objective guidance to help them pursue their most important life goals. We believe investing the proper time to actively listen and build a deep, long-lasting relationship is essential to designing and implementing a personalized financial life plan. We continuously monitor progress and work side-by-side with clients to make ongoing course corrections to help them stay on track.Securities licensed in: DC, DE, MD, MN, NC, PA, SC and TX. Insurance licensed in DC, MD, MN, NC, NJ, PA, and SC.Advisory Services offered through Alere Planning LLC a Registered Investment Advisor.
Skills
- Risk Management
- Project Planning
- Wealth Management
- Financial Planning
- Alternative Investments
- Consumer Healthcare
- Strategic Financial Planning
- Investment Management
- Variable Annuities
- Retirement Planning
- Estate Planning
- Insurance Strategies
- Leadership
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