Aaron C. Wieand
CPA, PFS, CFP®
Integrated Financial Planning Solutions, LLC
Fee-Only financial planner located in Goshen, IN, serving clients locally and across the country
Aaron Wieand is a Goshen, IN fee-only financial planner. Integrated Financial Planning Solutions, LLC provides comprehensive financial planning and investment consulting to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Aaron Wieand is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Aaron Wieand, CPA/PFS, CFP®, joined Integrated Financial Planning Solutions as a partner in 2014. He maintains the Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) designations as well as a CFP® certification. Aaron brings a wealth of experience to his role as a fee-only financial planner with over 15 years of working knowledge in the financial services industry. This extensive work experience has provided him with unique insights and a keen understanding of investments, insurance, retirement planning, estate planning matters and the importance of integrating all components of a financial plan. Aaron's passion lies in developing a clear and comprehensive financial strategy for his clients.
Building a comprehensive strategy hinges on three key areas:
1. What are your aspirations in life? In other words, what are your lifestyle goals now and in the future?
2. What resources do you have available to support your aspirations?
3. What are the risks you face that could derail your financial plan (loss of income, premature death, disability, etc.)?
Armed with this information, Aaron can help you develop an integrated strategy with regards to your investments, insurance, estate plan, retirement strategy and tax plan. Throughout the planning process, Aaron places an emphasis on tax-efficiency. As a CPA and CFP®, Aaron understands that careful tax planning in both working and retirement years can significantly impact the after-tax value of your investment accounts.
In a world where financial planning has historically been (mis)defined by product sales and asset-based advisory fees, the role of a true and comprehensive financial strategy has often been overlooked.
It is for this reason Integrated Financial Planning Solutions has chosen to price services on an hourly or flat fee basis. The firm’s compensation model helps ensure that clients are paying for objective advice given in the context of their broader financial strategy rather than paying for advice that is dependent on a broker’s ability to sell a product or an advisor’s ability to charge fees from investment assets.
Aaron invites you to call to learn more about Integrated Financial Planning Solutions and how they might assist you in the development of a comprehensive, tax-efficient financial strategy integrating your values, priorities and life goals into your financial plan.
Aaron C. Wieand is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Integrated Financial Planning Solutions is a comprehensive, fee-only financial planning firm based in Goshen, Indiana.
We believe your financial plan should be a vivid reflection of who you are. Our role is to help you create a financial plan that reflects the values, priorities, and goals that have helped shape your life. We view our role as assisting clients in creating a financial plan that reflects their own unique situation. We work with people concerned about a variety of financial planning issues. Our clients realize the value of a carefully designed plan to guide their financial decisions. They want to obtain competent advice from an experienced and qualified professional, but want to retain control of their assets and decisions. They are looking for trusted partners to educate, empower and support them on their financial planning journey.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Tax Planning and Optimization
- Cash Flow Strategy
- College Education Planning
- Retirees and Near Retirees
- Business Owners and Executives
- DIY Investors Seeking a 2nd Opinion
- Sudden Money Situations
- Growing Families
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
Professional Designations & Affiliations
Aaron Wieand is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Aaron C. Wieand is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Aaron C. Wieand is a Certified Public Accountant (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
Aaron C. Wieand is a Personal Financial Specialist (PFS)
The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Contact Aaron C. Wieand
203 S Main St
Goshen, IN 46526