Employee Benefits   Qualified Retirement Plans    Defined Benefit Plans     (412(I), etc.)    Defined Contribution Plans      Profit Sharing Plans       (401k,403b,etc.)      Simple and SEP Individual Plans Executive Benefits    Non-qualified 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    Benefits Communication    Executive Financial Counseling     - see Private Wealth Planning Business Continuation    Keyperson Planning     Keyperson Insurance     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)

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 Distribution      Tax Minimization Strategies      Charitable Giving Strategies   Cash Flow TimelineTM Analysis Financial Products     Annuities     Mutual Funds     Securities     Insurance Products      - Individual Disability, LTC and Life      - Corporate and Trust Owned Life Value Added    Comparative Comp & Benefit Analysis    Existing Plan & Product Analysis    Coordination with Other Advisors    Informational Newsletters    Educational Seminars

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.