Helping Hardworking Families Take Control of Their Financial Future
Investing in your financial future isn’t just for the wealthy. It may seem difficult to tune out the everyday noise of the markets and media, but I’m here to help hardworking families decipher how to pursue financial freedom.
My name is Malinda Weisensel, and I am a CERTIFIED FINANCIAL PLANNER™ Professional with more than 17 years of experience in the financial services industry. My mission is to provide honest advice and clear guidance to my clients to help them pursue their financial goals. I want to understand their feelings, goals, fears, and dreams so I can provide them with a plan that is truly customized for them. I do not believe in a "one size fits all" approach to financial planning. Every person, family, and situation is different so everyone's financial plan should reflect that. I help my clients pursue the financial goals they set for themselves and their families
By creating personal relationships with my clients, I can build trust and assist them in focusing on the plan, not the confusion of financial planning. I have committed myself to higher ethical, educational, and professionalism standards and my duty as a CFP® Professional is always to act in the best interest of my clients. My personal values and ethical standards require me to treat everyone fairly, honestly, and with respect. I not only want to be a trusted advisor but your financial "Partner for Life."
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Second marriages are a trigger event to revisit any existing estate strategies.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
However exciting retiring abroad may sound, it deserves considerable planning.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a crash course on saving for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
Around the country, attitudes about retirement are shifting.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here’s a quick guide to checking to see if you have unclaimed money.