Aaron C. Wieand
INTEGRATED FINANCIAL PLANNING SOLUTIONS
Goshen, IN 46526
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CRD#: 6405872
Professional summary
Aaron Charles Wieand, CFP® is a registered financial advisor currently at INTEGRATED FINANCIAL PLANNING SOLUTIONS, LLC located in Goshen, Indiana.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Aaron has worked at 1 firm and has passed the Series 65 exam.
Biography
Aaron has a passion for helping clients develop and execute a comprehensive, tax-efficient financial strategy. Building a comprehensive strategy hinges on three key areas:
What are your aspirations in life? In other words, what are your lifestyle goals now and in the future?
What resources do you have available to support your aspirations?
What are the risks you face that could derail your financial plan (loss of income, premature death, disability, etc.)?
Armed with this information, Aaron can help you develop an integrated strategy with regards to your investments, insurance, estate plan, retirement strategy and tax plan. Throughout the planning process, Aaron places an emphasis on tax-efficiency. As a CPA and CFP®, Aaron understands that careful tax planning in both working and retirement years can significantly impact the after-tax value of your investment accounts.
In a world where financial planning has historically been (mis)defined by product sales and asset-based advisory fees, the role of a true and comprehensive financial strategy has often been overlooked.
It is for this reason Integrated Financial Planning Solutions has chosen to price services on an hourly or flat fee basis. The firm’s compensation model helps ensure that clients are paying for objective advice given in the context of their broader financial strategy rather than paying for advice that is dependent on a broker’s ability to sell a product or an advisor’s ability to charge fees from investment assets.
Aaron invites you to call to learn more about Integrated Financial Planning Solutions and how they might assist you in the development of a comprehensive, tax-efficient financial strategy integrating your values, priorities and life goals into your financial plan.
Question & Answer
What are your service offerings?
Social Security Planning
Insurance Planning
Comprehensive Financial Planni...
Socially Responsible Investing
Investment Planning
Retirement Income Management
Retirement Planning
Tax Planning
Education Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Hourly
Investment Advice without Ongo...
Medical Professionals
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Charles Wieand's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
October 15, 2014 - Present
INTEGRATED FINANCIAL PLANNING SOLUTIONS, LLC
Office #1: 203 South Main Street Suite 2a, Goshen, IN 46526RIA
CRD#: 153824
Goshen, IN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(10/15/2014)
IAR
Michigan(1/31/2020)
Current Firm
INTEGRATED FINANCIAL PLANNING SOLUTIONS, LLC
INTEGRATED FINANCIAL PLANNING SOLUTION, LLC | LIECHTY, JOHN L. | INTEGRATED FINANCIAL PLANNING SOLUTIONS, LLC
CRD#: 153824 / SEC#:
Indiana
Registered Investment Advisory firm - (5/19/2010 Approved)Michigan
Registered Investment Advisory firm - (1/31/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
203 South Main Street Suite 2a, Goshen, IN 46526
Mailing Address
Phone number
(574) 334-9499
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
INTEGRATED FINANCIAL PLANNING SOLUTIONS, LLC
CRD#: 153824Goshen, IN 46526TRUST BUT VERIFY
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