Weikart Advisory Services LLC is a Registered Investment Advisor that supports clients by helping them update, refine and implement their strategies and plans for the future. We strive to educate people further regarding accurate strategic financial and investment monitoring and planning to secure confidence in their future by implementing a well thought out plan and time line. We provide personal and business investment management, business retirement planning, and financial/estate/charitable analysis: • Updating your investment portfolio design policy. • Organizing your goals by time horizon. • Respecting your stated priorities and values. • Comparing alternatives vs. your current plan. • Monitoring your investments and planning. Services include: Private Asset Management, Investment Portfolio Design, Business Retirement Analysis Planning, Investment Monitoring, Retirement Analysis Planning, Retirement Income Analysis Planning, Insurance Portfolio Analysis.I’d be happy to visit with you. Reach out at:weikartfinancial.com*Investment Advisory Services and Financial Planning services offered separately through Weikart Advisory Services LLC a Registered Investment Advisor.WeikartFinancial.com is a subsidiary of and controlled by Weikart Advisory Services LLC. Weikart Advisory Services LLC is a Registered Investment Advisor Licensed in the states of Washington, Oregon and certain exempt states. The Advisor may not transact business in states where it is not appropriately registered, or excluded or exempted from registration.Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption in your state. WeikartFinancial.com is a subsidiary of and controlled by Weikart Advisory Services LLC.