Helping Widowed Women Navigate Their Finances

Feeling overwhelmed by the financial decisions you face? III Financial is your trusted guide to help you feel financially stable again.

Working with III Financial

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You deserve to feel confident and in control of your financial situation.

Let's make sure you understand everything you need to do, and get the help you need to get everything done.

Managing Investments

What’s a Beneficiary IRA? How can you create enough income? Can you simplify your accounts? Let's put together a clear list of steps.

Evaluating Insurance

What’s the right thing to do with life insurance proceeds? What about your health insurance or Medicare options? Deciphering the insurance world without getting “sold” is possible.

Cash Flow

How do you replace your spouse’s income? Can you get Social Security survivor benefits? What’s a reasonable monthly budget? Let me guide you through the financial chaos.

Ask Me Anything

How would it feel to…

Receive unbiased advice and explanations of your options
Include trusted family members or friends by your side if you wish
Focus on yourself, with your financial guide a call or email away
Know you won’t be pressured to purchase any products
Simplify your finances whenever reasonable
Be treated with the care I feel my own widowed mother deserves

Download the "7 Steps to Take Now" Guide

The III Financial Difference

By focusing on the recently widowed, III Financial provides you with an experience tailored to your unique financial situation. Working with III Financial gives you:

A proven Widow Financial Triage℠ process to prioritize the steps needed to be taken
Flexible meeting locations, without the stuffy waiting rooms, long drives to an office, or parking difficulties
A high level of attention, encouragement, and accountability to help guide you through change

Learn More About The III Financial Difference

You might be a great fit if:

- You do not seek out unnecessary financial risks (occasional Vegas trips may be OK)
- You want educated guidance, not just validation of your decisions
- You regularly spend less than you bring in
- Your self-esteem is not tied to your account balances
- You need more help than basic budgeting and expense management
- You are not in need of debt management / credit counseling

A little about the bald guy

My name is Elliott Weir, the owner of III Financial. I’ve been working with clients like you since 2004. Come to think of it, it has been longer – before I officially started as a financial planner! Let me explain…

I started my career as a technology geek, having earned a Computer Science degree from Southern Methodist University (Go Ponies!). Once I graduated I secured a great job with Ernst & Young LLP as a technology consultant to Fortune 500 companies.

Then on August 20th, 1997 my life changed forever. After a brief battle with cancer, my father passed away at the age of 50. I suddenly found myself helping my mother with insurance, investments, attorneys, CPAs, and more, because my father was the one in charge of these things for the family.

Weir Family – Christmas 2020

(yep, Santa’s social distancing!)

The reason I share this with you -

This formative event explains a lot about who I am, about III Financial, and about what you can expect from me. I choose to work with widowed women because I want to have a meaningful and direct impact on their lives, as I did for my mother.

It took me years to piece it all together into my true calling. In that time, I continued with Ernst & Young, left to earn my Master in Business Administration (MBA) at the University of Texas’ McCombs School of Business, and spent a short while at IBM Tivoli. Then the light bulb went off and I became a financial adviser in 2004.

We should get started

Now is the time to bring on a guide to navigate your new financial reality. Getting help is no longer a luxury but a necessity. By getting started now, I can help you:

Avoid missing deadlines that could have costly penalties
Keep as many options open as possible
Begin to lift the psychological weight of uncertainty

Let's Put You Back In Control!

Schedule a Call

Disclaimer

512-562-1905 (Phone) | 1320 Arrow Point Drive Suite 501 #TW74, Cedar Park TX 78613 | Elliott Weir, MBA, CFP® (“Adviser”) is a registered investment adviser. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by III Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. Advice may only be provided after entering into an advisory agreement with Adviser. All written content on this site is for information purposes only. Opinions expressed herein are solely those of III Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. My current Disclosure Brochure is set forth on Form ADV Part 2 and is available for your review upon request.