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    watch for clownsAdviser Selection

    Protecting loved ones from financial abuse

    With wealth accumulated over many years and potentially a reduced capacity for decision-making, senior citizens are prime targets for criminals and others intent on stealing their hard-earned nest egg. What…
    Elliott Weir, CFP
    Elliott Weir, CFPNovember 25, 2013
    Planning

    Why Save For “Retirement” If You Don’t Plan On Retiring?

    How can you get and stay motivated to save much for the future if you envision yourself with some sort of income until the day you die? Simply put, because…
    Elliott Weir, CFP
    Elliott Weir, CFPNovember 11, 2013
    insuranceInsurance

    What Insurance Charges are “Hidden” From You?

      In my last post, I covered some of the mutual fund expenses you may have missed. Now, let's cover life insurance - I know, it's no fun to talk…
    Elliott Weir, CFP
    Elliott Weir, CFPNovember 4, 2013
    investmentsInvestments

    What Mutual Fund Expenses Are “Hidden” From You?

      Mutual funds are a widely popular form of investing in the financial markets, and can be found in many 401(k), IRA, Roth IRA, and brokerage accounts. They can provide…
    Elliott Weir, CFP
    Elliott Weir, CFPOctober 28, 2013
    watch for clownsAdviser Selection

    What is the Alphabet Soup after Your Adviser’s Name?

      When I look for a doctor, there are only a few "designations" to know - M.D or D.O., and maybe one indicating a specialty. For accountants, there is the…
    Elliott Weir, CFP
    Elliott Weir, CFPOctober 21, 2013
    watch for clownsAdviser SelectionInvestmentsRetirement

    Five Things Your Financial Advice May Be Missing (#5)

      Today is the big finale in this series covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we…
    Elliott Weir, CFP
    Elliott Weir, CFPOctober 14, 2013
    watch for clownsAdviser SelectionInvestments

    Five Things Your Financial Advice May Be Missing (#4)

      Today we continue covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we have covered: #1: A Clear…
    Elliott Weir, CFP
    Elliott Weir, CFPOctober 7, 2013
    watch for clownsAdviser Selection

    Five Things Your Financial Advice May Be Missing (#3)

      In my last post, we continued covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we have covered:…
    Elliott Weir, CFP
    Elliott Weir, CFPSeptember 30, 2013
    watch for clownsAdviser Selection

    Five Things Your Financial Advice May Be Missing (#2)

    In my last post, we started covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we have covered: #1:…
    Elliott Weir, CFP
    Elliott Weir, CFPSeptember 23, 2013
    watch for clownsAdviser Selection

    Five Things Your Financial Advice May Be Missing (#1)

    The financial services world delivers advice in many different ways to many different people. In this series of blog posts, I'd like to share with you what I believe the…
    Elliott Weir, CFP
    Elliott Weir, CFPSeptember 13, 2013
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    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.

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