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Services & Products Summary

Employee Benefits
  Qualified Retirement Plans

   Defined Benefit Plans
    (412(I), etc.)
   Defined Contribution Plans
     Profit Sharing Plans
      (401k,403b,etc.)
     Simple SEP & Roth Individual Plans

Executive Benefits
   Nonqualified Deferred Compensation
   Retirement Plans:
     457 Plans
     Mirror 401(k) Plans
     Security Option Plans
     Supplemental Executive Retirement Plans
     Executive Bonus Plans
     Split Dollar Plans
     Death Benefit Only Plans
     Group Carve Out Plans
     Integrated QP & NQP Plans
   Supplemental Individual Disability Plans
   Supplemental LTC Plans
   Benefits Communication
   Executive Financial Counseling
    - see Private Wealth Planning

Business Continuation
   Keyperson Planning
    Keyperson Life & Disability Coverage
    Sick Pay Plans
    Business Overhead Expense
  Succession Planning
    Buy Sell Agreement Funding Strategies
    Business Valuation
    (available through unaffiliated 3rd party company)
   
Salary Continuation Plans
    Employee Ownership Plans (E/KSOP)

Planning Videos

Diversifying Your Retirement Income Sources
Click to View Penn Mutual Video

Nonqualified Deferred 
Compensation Video Series
Click to View Prinicpal Financial Videos

Recruit, Retain, and
Reward the Best Talent
Click to View Guardian Life Video

Protecting Your Business
From a Disability
Click to View Principal Financial Video

What is a Buy-Sell Agreement?
Click to Video

Planning for the Unknown - Embracing Uncertainty
Click to Video

Multigenerational Legacy Planning
Click to Video

Private Wealth Planning
   Basic Wealth Preservation Strategies
     Disability, Long Term Care & Life Insurance
   Wealth Accumulation Strategies
     Investment Diagnostics & Management
     Account Aggregation
     Asset Control, transfer and Coordination
     Cost Recapture & Debt Reduction
   Wealth Withdrawal Strategies
     Pension/Retirement Maximization
     Employee Stock Option Diagnostics
     Asset Control, Transfer and Coordination
   Wealth Transfer
     Tax Minimization Strategies
     Charitable Giving Strategies

  Cash Flow TimelineTM and other financial planning    Analysis and Modeling

Financial Products
    Invesment Management
    Annuities
    Insurance
     - Individual Disability, LTC and Life
     - Corporate and Trust Owned Life
     - Bank and Insurer Owned Life

Value Added
   Comparative Comp & Benefit Analysis
   Existing Plan & Product Analysis
   Coordination with Other Advisors
   Informational Newsletters
   Educational Seminars
  




Product Videos

Permanent Life Insurance
Living Benefits
Click to View Penn Mutual Video

Whole Life
Dividends 101
Click to View Penn Mutual Video

What is Universal Life?
Click to View Video

Understanding
Indexed Universal Life
Click to View Pacific Life Video

Disablity Insurance -
Protecting Your Income
 
Click to View Video

Did You Know?
Facts About Life Insurance
Click to Video

College Funding
The Benefits of Life Insurance
Click to Video

Weir Financial Resources uses a fee based planning and commission compensation approach for its services and products. We find that our clients appreciate paying directly for objective advice and advocacy, yet with flexibility should we place and manage financial product on their behalf.

Our company philosophy of developing and maintaining long-term relationships requires that Weir Financial Resources provide not only the best information, ideas and solutions but the financial products that are best designed to meet our clients goals and objectives.  

Weir Financial Resources places business with many financial institutions. Our foremost obligation, however, is to our clients and prospective clients as their representative to the financial marketplace. "The Product is not the Plan"


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737 Main Street • Suite 150 • Buffalo, NY 14203
Telephone: (716) 854-3343 • Fax: (716) 854-4250

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Securities and Advisory services offered through Cadaret, Grant & Co. Inc., Member FINRA / SIPC
Supervising Branch Office: ClearPlan Financial, Inc., 6470 New Taylor Rd, Orchard Park, NY 14127 (716) 312-7424
Weir Financial Resources and Cadaret Grant are separate entities.


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