Financial Representative

Hugh Weltz

FIC, EPC, MDRT

I want to help you plan for your future and realize your financial goals, just as I have helped many families over my 40 years in financial services. I’ve helped families plan for their first home purchase. I’ve helped parents enjoy income from their growing investments. I’ve helped people plan for retirement.

As a business owner and small business consultant, I’ve also helped many of my employees better themselves financially. I look forward to using my years of business experience to help you become more successful with money management and retirement planning.

How We’ll Work Together

For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

  1. Understand your financial objectives and concerns.
  2. Personalize how we work together based on your needs and preferences.
  3. Gather your information to understand your current situation.
  4. Analyze your information to develop a personalized plan.
  5. Implement the desired strategies within you plan.
  6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

  • Life Insurance
  • Education savings for your children or grandchildren
  • Critical Illness, Disability and Long-Term Care Insurance
  • Investments for your short and long-term goals
  • Savings and retirement income
  • Charitable giving options

Contact Me

Contact me today for a free financial review!

Find a Representative Back to Top