Kristopher J. Weinisch, a Certified Financial Planner™ Professional, offers expert financial guidance, insights, and advice to support clients’ life ambitions, family obligations, and legacy planning. His
team focuses on understanding clients’ stories and partnering to achieve financial objectives through tailored financial planning, investment management, and customized solutions designed to provide peace of mind and enable clients to live the life they imagined.
CERTIFIED FINANCIAL PLANNER™ Professional
Comprehensive investment management
Customized financial solutions
Commitment to understanding clients’ visions, values, and goals
Services
Financial Planning
Personalized financial planning conversations that start with the client’s life, family, priorities, and goals, followed by a tailored plan using multiple strategies.
Comprehensive investment management designed to help clients gain control of their financial circumstances and achieve peace of mind.
Diversified portfolio constructionRegular progress reviewsAdjustments based on market conditions
Credentials & Certifications
CFP®
ChFC®
CLU®
RICP®
Reviews
Rating
5
★★★★★
Reviews
28
"Kris has done so much for me and my family I cannot reccomend him enough."
Frequently Asked Questions
What is final expense insurance? +
Final expense insurance is a whole life insurance policy specifically marketed to cover expenses associated with a funeral, memorial service, cremation, and/or burial. Beneficiaries can use the death benefit for any purpose.
Should I get final expense insurance? +
Final expense insurance is easier to qualify for, especially for older or less healthy individuals, but may not provide sufficient coverage for dependents. Traditional term or whole life insurance might be more appropriate for larger death benefits.
5.0
