XEROX EMPLOYEES
Mark Weber has worked with Xerox employees and their families since 1991. He is an authority on navigating the many moving parts of the Xerox RIGP & 401K plan. He can help you with your strategy from preretirement planning to retirement status.
Learn MoreWhat Makes Us Different?
We manage our firm as a team.There are four of us, and we revenue share vs. having four completely separate individuals operating independently.This means when one of us is on vacation or not available the other Advisors regard your account as one of theirs.
Learn MoreWeber Wealth Workshops
Being designated a beneficiary or Trustee is a tremendous honor. Your role has extraordinary influence on maintaining a legacy, but also comes with exposure to liability. It is our goal to prepare and guide you through the responsibilities.
Learn MoreNewsletters
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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Telemedicine: The Virtual Doctor Will See You Now
Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?
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Are Value Stocks Poised for a Comeback?
Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.