Schedule Meetings
Investor Portal
Services

Financial Plans, Tax Services & More.

Steve Weers is a license CPA & CFP
Speak With Steve
Contact Us

Retirement Planning

A comprehensive strategy for building lasting financial confidence through sophisticated wealth and tax planning.

Wealth Transfer Planning

Coordinated approaches for preserving family assets and legacy through efficient, tax-conscious transfer planning.

Stock Option Analysis

Evaluating executive equity compensation to manage tax exposure and achieve a balanced, diversified portfolio.

Charitable Giving Strategies

Methods for aligning philanthropic goals with tax planning to maximize community impact and deductions.

Social Security Analysis

Personalized strategies that aim to benefit timing, maximizing lifetime income while aligning with broader retirement goals.

Business Transition Continuation

Planning business exits and leadership successions to help ensure operational continuity and work toward personal financial security.

Estate Planning

Preserving wealth in an effort to sustain family legacies through coordinated financial, tax, and legal estate strategies.

College Savings

Strategies for balancing education funding needs with the goal of long-term retirement security and investment growth.

Income Planning

Strategies for seeking to transform long-term savings into a reliable, tax-efficient retirement income stream.
Our Values

What we believe.

Client Empowered

We empower you through education, access to your advisor, and investment options through LPL, the largest independent broker dealer*.

Strongly Qualified

Steve is differentiated from many other CFPs in Peoria by his CPA license. He also earned the American Institute of Certified Public Accountants’ (AICPA) Personal Financial Specialist (PFS) designation.

Personalized Approach

Your season of life, situation, and investment preferences determine the path forward. We work with you to devise a financial strategy that fits your needs.

*As reported by Financial Planning magazine. 1996-2023, based on total revenue.

Contact Us
Thanks for visiting our website! We look forward to working with you! If you have any questions feel free to email us or call! Someone on our team will be with you soon!
steve.weers@lpl.com
(309) 696-8616
6035 N. Knoxville Avenue, Suite 201A
Peoria, Illinois 61614
Follow Us On Linked In
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form. Make sure that every field with a red asterisk is filled in! 
Main Menu
Your GuidesServicesOur ValuesContact Us
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
FInancial Disclosures
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.