FINANCIAL CONSULTING, WITH A PERSONAL TOUCH

Let's plan your brighter future!

Karen Weible CDFA, Financial Advisor

ABOUT

Making & Meeting Goals

Building Strong Futures

I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Building Strong Futures

I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.

About Me

Building Strong Futures

About Me

Since 2006, I've been helping business and individuals safeguard their assets and plan for the retirement they want. When I'm not working, I enjoy travel and spending time with my grandchildren.

Frequently Asked Questions

Please reach us at 618-639-9846 if you cannot find an answer to your question.

Why do I need a Financial Consultant?

A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!

What are my options?

There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.

Can you help me plan for retirement?

Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.

Contact ME

Karen Weible CDFA, Financial Advisor

Direct Line: 618-639-9846

Office Address:

1207 Sinclair Drive, Jerseyville, IL 62052

DISCLOSURES

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Click here for Osaic Wealth's FORM CRS

This communication is strictly intended for individuals residing in the states of AR, FL, IL, MO, NC, NE, SD, TN, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Check the background of your financial professional on FINRA's BrokerCheck.

FINANCIAL CONSULTING, WITH A PERSONAL TOUCH

Karen Weible CDFA, Financial Advisor

ABOUT

Making & Meeting Goals

Building Strong Futures

Building Strong Futures

Building Strong Futures

Building Strong Futures

Building Strong Futures

About Me

Building Strong Futures

About Me

Frequently Asked Questions

Contact ME

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

Karen Weible CDFA, Financial Advisor

DISCLOSURES

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