Weeks Financial Group



Focus On
RETIREMENT and ESTATE PLANNING

 Customized…professional…and creative strategies empowering our clients to achieve their financial dreams - often reducing taxes in favor of family, and, when appropriate, private and charitable organizations who are likely to do more good with these assets. 

 
Your unique vision calls for a unique approach. Empowering you to make informed decisions and take effective action is the cornerstone of client relationships. We will work with you to develop a plan that can help you address your financial goals and objectives. By examining your current situation in light of your goals, we help you identify both the gaps and opportunities, and then outline your options.* 
 

 Please click here to meet the Weeks Financial Group team.

*Weeks Financial Group and AXA Advisors do not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances  

Newsletters

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

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