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Elliott Weir – III Financial
Elliott Weir – III Financial
     
  • Working Together
    • What You Deserve
    • How It Happens
    • What You Get
    • Get Started
  • Choose Wisely
    • Adviser Independence
    • No Bozos
    • How Is the Piper Paid?
  • Designed for You
    • Make It Easier
    • FAQ
    • Service Plans / Fees
  • Take Action!
  • Blog

charity

incentives
19Jul
A Twist on Inherited Wealth: Provide Incentives
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giving-cash-not-clothing
06Oct
Giving Cash, Not Clothing, is Best After Disasters
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04Aug
Leaving a Legacy
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20Mar
Cool Idea: “The Grandparent’s Gift”
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Recent posts
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    3 Don’t Miss Articles – November 2019 Articles
  • 25Oct
    6 Tips for Widows to Create an Effective Estate Plan Planning
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    Getting Uncle Sam to Chip in For College Planning
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Recent Tweets

  • RT @MegBartelt: Not yoga. Not meditation. Turns out the most effective way to do deep, slow breathing is to put too much wasabi in your soy…

    14 hours ago

  • @MichaelKitces "treat clients like you'd treat *a grandmother you love*" might be better

    6 days ago
Recent Posts
  • 3 Don’t Miss Articles – November 2019
  • 6 Tips for Widows to Create an Effective Estate Plan
  • Getting Uncle Sam to Chip in For College
  • 3 Don’t Miss Articles – October 2019
  • 6 Ideas for Reducing the Cost of College
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III Financial © 2020. 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. Privacy Policy