Nick Weidman
Financial Advisor @1847financial - Conshohocken Philadelphia, Pa & Boca Raton, Fl Headquarters
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @1847financial - Conshohocken Philadelphia, Pa & Boca Raton, Fl Headquarters
Allentown, PA
LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA / SIPC 600 Dresher Rd Horsham PA 19044, 80••••••37, 1847Financial is unaffiliated with HTK. 58•••81RG_Aug25
EDUCATION
Virginia Tech
BA, Finance
ABOUT NICK WEIDMAN
To me, financial planning is a lot like running a professional sports team. There are numerous goals each team wants to accomplish throughout the season, including the biggest and final goal of winning the championship trophy; Financial planning works the same way. There are many goals every individual or business wants to accomplish throughout their lifetime, with the biggest and final goal being retirement (our very own championship trophy) AND/OR the successful succession of their business. BUT, is the actual ultimate goal of a sports team to really just win that championship in that one, single season? Absolutely not! A professional sports franchise has a goal to win multiple trophies, year-in and year-out. The best sports teams, the ones that are greatly remembered, did just that. They were macro-managed by a great minded individual who was able to bring together all the components of a team (coaching, scouting, player development, business management, marketing, medical staff) in unison to help support the players that made up that team. And the results spoke for themselves. Think of me as the Art Rooney, the George Steinbrenner, the Bob Kraft, the Jeffrey Lurie (had to throw a Philly name in there) of your personal/business’ financial picture. Because let\'s face it, the different components that make up one\'s complete financial life have probably never all been in a room together to just talk about YOU or YOUR BUSINESS. Ask yourself, when was the last time I had my attorney, accountant, financial planner, property and casualty agent, banker, broker, etc all get together to talk about me and/or my business? Areas we cover: Individual Life, Disability, LTC Insurance Group Life, Disability, Health Insurance Key-Man Insurance, Buy-Sell Insurance, Business Succession Planning, Key Executive Planning Roth IRAs, Traditional IRAs, 529 Plans, Rollover 401Ks/403Bs, All advisory investment accounts 401K Plans, Simple IRA Plans, SEP IRA Plans, Defined Benefit Plans, 162 Bonus Plans, Non Qualified Deferred Compensation Plans Advanced Tax and Charitable Planning Retirement Income Strategies and Planning (including Social Security options)
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.