• We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

  • We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

  • We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

Tax Planning

Tax Planning

Whether our discussions with you will centre on wealth accumulation, capital preservation, income planning or risk management, tax minimization will be an important part of the financial plan we custom-design for you, now and as it evolves over the long-term.  At Wiegers Financial & Benefits, it is our job to not only recommend investments that have the greatest chance of providing the kind of return you want or need but also, in collaboration with your team of tax and accounting specialists, to recommend strategies aimed at keeping as much of your money in your pocket as possible.

The type of tax planning that will take place will deal with how and where you are generating your retirement income in the most tax-efficient method possible. The other part of the tax plan will be to determine how your estate can be transitioned to your beneficiaries in the most tax-efficient method possible.

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