Consulting - Planning - Management

Diane M. Weyrick has been a trusted member of the financial industry for over 25 years. Diane believes,

Financial planning seeks to protect us and our families from the financial consequences of death, disability, or long-term care; to fund the best education for our children and grandchildren; to build a comfortable retirement in which we remain financially self-sufficient; to create legacies for our heirs; to enable us to contribute meaningfully to institutions we believe in.

Diane enjoys giving her clients the best tools and strategies, and the greater confidence to help secure their financial goals in life. 

Working with Diane:

With her dedicated team, Diane puts the needs of her clients FIRST. The goal is to help provide you with greater security. They assist you by:

  • Helping you set goals
  • Evaluating assets
  • Providing options
  • Implementing and Monitoring a plan
  • Building a TRUSTED relationship
  • Creating greater peace of mind about your financial future

Products Options:

Diane offers a full range of products from Retirement plans, to insurance, equity investments, or college savings. Whatever need you have for your financial future, you can rest assured that Diane can help you find the best fit for YOU!

"There are so many products out there but not all of them are right for every person, I hope to educate my clients on all the possibilities for their financial future, and then help them analyze what will be the best one for them and their family. That should be the ultimate goal when looking for a financial advisor, to find someone who cares about YOUR specific needs."~Diane M. Weyrick

Planning:

Just trying to find out what your options are? Confused about what steps are the best to take for securing your financial future? Diane can explain all the options to you, and help you understand without any obligation to "buy" or "invest in" anything!