We all have goals.  Just not always a clear path to reach them.

Since 1993, Weeks Financial Group has worked with clients to develop and implement meaningful financial strategies - no matter what stage of life.

Our experience through various market cycles gives us a broad view with respect to our client's objectives - while focusing on managing risk, proper diversification and comprehensive planning.  

We value a personal relationship with each client and work to help better their lives by providing insightful plans, best-of-breed investment and insurance solutions, and the ongoing support needed to stay on track. This includes regular reviews, industry leading technology, educational workshops/seminars and more.

 

PERSONALIZED, PROFESSIONAL, AND CREATIVE STRATEGIES

to help our clients' achieve their financial dreams

 

We work with clients in a variety of areas including:

  • Personalized Retirement Planning
  • College Savings
  • Life Insurance Family Protection Planning
  • Estate and Legacy Planning
  • Wealth Management
  • Business Succession, Exit, Transition Planning

We are continually planning free educational events -  click here to check out what's coming up next!