As a well-known provider of retirement distribution strategies in the Findlay, OH area, Tom Weber uses integrated planning to specialize in retirement distribution planning, and Roth IRAs and conversions. Tom has a sincere passion for assisting people to make sound decisions for their retirement and financial future.
Tom Weber works independent of the big banks and will help you design your plan to potentially maximize your retirement nest egg.
He is a graduate of Marietta College. Prior to focusing solely on the financial needs of his clients, he worked as a coach and teacher at both the high school and collegiate levels. He established Weber Financial in 1999 and has enjoyed helping the good people of the Midwest preserve, protect and defend their retirement plans from unnecessary taxes.
Tom is a proud father of two grown children. His son Derek serves our nation in the Air Force Reserves and as a police officer in Charlotte, NC. His daughter, Deidra, is a physician assistant specializing in oncology in Washington, DC.
As a well-known provider of retirement distribution strategies in the Findlay, Ohio area, Tom Weber uses integrated planning to specialize in retirement distribution planning, and Roth IRAs and conversions. Tom has a sincere passion for assisting people in making sound decisions for their retirement and financial future.
Tom Weber works independent of the big banks and will help you design your plan to potentially maximize your retirement nest egg.
He is a graduate of Marietta College. Prior to focusing solely on the financial needs of his clients, he worked as a coach and teacher at both the high school and collegiate levels. He established Weber Financial in 1999 and has enjoyed helping the good people of the Midwest preserve, protect and defend their retirement plans from unnecessary taxes.
Tom is a proud father of two grown children. His son Derek serves our nation in the Air Force Reserves and as a police officer in Charlotte, North Carolina. His daughter, Deidra, is a physician assistant specializing in oncology in Washington, DC.
Administrative Assistant
Jill Schroeder has been with Weber Financial since 2001. She specializes in client relations and case design. She has a bachelor’s degree in Health Sciences, as well as, a master's degree in Education. She also maintains licenses in Life/Health, and Property/Casualty and a series 6 registration. With these qualifications, she is committed to keeping her clients informed, and serving in the best interest of their financial needs.
Jill Schroeder has been with Weber Financial since 2001. She specializes in client relations and case design. She has a bachelor’s degree in Health Sciences, as well as, a master's degree in Education. She also maintains licenses in Life/Health, and Property/Casualty and a series 6 registration. With these qualifications, she is committed to keeping her clients informed, and serving in the best interest of their financial needs.
Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Weber Financial and CreativeOne Securities, LLC are not affiliated .
Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
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