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Throughout a lifetime , individuals and their families are faced with many changes. Some are uplifting and exciting, such as getting married, purchasing a home, welcoming a child, or sending a child to college. Others are more challenging, like preparing for the unexpected, such as a disability or death or making income and health care decisions during retirement. In addition, business owners often prepare for business continuation, want to provide additional compensation for key employees or desire that their associastes have a sound road map in their own retirement.With the support of Semler financial Group, a general agency with the insurance companies of OneAmerica®, I help individuals understand that preparing for retirement is similar to climbing a mountain. A person can accumulate what they think is enough for a secure retirement - thus reaching the summit - only to find that getting down the mountain - protecxting their lifestyle - was equally, if not more important.I welcome the opportunity to network with you.Insurance licensed in Indiana. License # 746046. Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 11711 North Meridian Street #350, Carmel, IN 46032-9422 (317) 569-7600 Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies. Semler Financial Group, LLC is not an affiliate of OneAmerica Securities, Inc. and is not a Broker-Dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Semler Financial Group or Jim Weir and have not been reviewed for completeness and accuracy. All further communications from this representative must be sent from and received by jweir@sfg-in.com.
Semler Financial Group
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Financial AdvisorSemler Financial Group Apr 2013 - Present
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Financial Services ProfessionalWestpoint Financial Group Oct 2011 - Mar 2013900 East 96Th Street, Suite 300Along with a team of professionals, I offered guidance to my clients to help them reach their financial goals.I am licensed to sell insurance in Indiana.
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Executive DirectorEagle Creek Park Foundation, Inc Oct 2001 - Jan 2009
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President And OwnerWeir & Associates, Inc Oct 1984 - Oct 2001Pioneered the concept of boutique services, using free lancers customized to each client versus paid staffCreated marketing strategies and advertising campaigns for a wide array of clients
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President And Co-OwnerAdlib, Inc Sep 1973 - Oct 1984Led the agency that was widely recognized for its creativity in advertising campaignsMerged the agency with a larger agency and was responsible for account services for more than 40% of that agency's billingAdvertising and marketing clients included: MUDD - branding and national roll out, Capital Machine Company - internationally, Chi Chi's Mexican Restaurants - nationally, Indiana Lumbermen's Insurance Company - nationally, L.S. Ayres & Co. - statewide, and several community banks
Jim Weir Skills
Jim Weir Education Details
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University Of CincinnatiRadio / Television; Marketing, Advertising And Broadcast Production -
New Salem High School
Frequently Asked Questions about Jim Weir
What company does Jim Weir work for?
Jim Weir works for Semler Financial Group
What is Jim Weir's role at the current company?
Jim Weir's current role is Retired.
What is Jim Weir's email address?
Jim Weir's email address is jw****@****-in.com
What is Jim Weir's direct phone number?
Jim Weir's direct phone number is +131721*****
What schools did Jim Weir attend?
Jim Weir attended University Of Cincinnati, New Salem High School.
What skills is Jim Weir known for?
Jim Weir has skills like Restaurants, Insurance.
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