At Weidner Associates, LLC, we pride ourselves on being a place where you can find answers to ALL your financial needs. However, we do have significant experience in the following areas:
- Retirement Planning: Many of our clients have accumulated their net worth in a number of places, including IRAs, 401ks, pension plans, etc. We specialize in helping simplify the process of seeing the entire picture of your net worth and putting it to work to achieve your retirement goals.
- Tax Planning: We provide tax preparation services, as well as tax planning in order to help minimize your tax bill.
- Estate and Trust Planning and Administration: Richard Weidner served as the head of the Bank of New Jersey's Trust Division from 1973-1981. The bank's Trust Division was one of the 100 largest in the nation at that time. He has served as an expert witness on the subject of estate, trust and investment practices throughtout the United States. Mr. Weidner brings a significant level of expertise in order to assist you in your Trust and Estate needs.
- Charitable Enterprises: Whether it be charitable giving or the process of starting and leading a charitable organization, Financial Planning Services has years of experience in this area. Richard Weidner has served on the Board of numerous charitable and religious organizations, and Dan worked for nine years with a religious not-for-profit organization.