Joseph Weber

Personal Finance, Retirement, Investing
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“As a fee-only financial planner, Joseph Weber's focus is to offer unbiased financial advice to help his clients achieve their life goals.”
Firm:

Integrated Financial Solutions, PLLC

Job Title:

President

Biography:

As President of Integrated Financial Solutions; Joe focuses on tailored solutions for Business Owners and Executives. Our investment philosophy is based on award-winning academic research and when coupled with comprehensive planning, we believe it provides an effective solution to assist our clients in having a successful wealth management experience. We believe in a structured tailored approach to investing which utilizes low-cost and tax-efficient investment solutions.

Committed to retirement planning, Joe also specializes in retirement plan design and implementation. He works closely with plan sponsors to assure the retirement plan design selected fits their business’s unique needs.  Today’s plan sponsors and fiduciaries are faced with many challenges.  Laws and regulation changes, lack of fee transparency, conflicts of interests; IFS tries to bring clarity and provides independent guidance resulting in an integrated approach.  In 2016, Joe was honored to be one of Financial Times Top 401 Retirement Advisors in the country.

During his career, Joe has earned the Certified Fund Specialist (CFS) from The Institute of Business and Finance, Accredited Asset management Specialist, (AAMS®) from the College for Financial Planning, as well as Certified Plan Fiduciary Advisor (CPFA) from National Association of Plan Advisors.  He is a member of Financial Planning Association (FPA), National Association of Plan Advisors (NAPA), Financial Services Institute, (FSI), and is also a perennial achiever of the distinguished industry award of Million Dollar Round Table (MDRT).

Joe enjoys spending his time with family, friends, and being outdoors with his 2 dogs Kaiser & Chase.  A sports enthusiast and avid golfer, Joe also enjoys playing softball, attending football games (particularly the Minnesota Vikings).  Joe followed the Arizona Cardinals to the 2008 Super Bowl in Tampa Bay, FL.  He also attended the 2009 NFC Championship Game in New Orleans to watch the Minnesota Vikings.

Assets Under Management:

$50 million

CRD Number:

4556745

Disclaimer:

Investment advisory services offered through Integrated Financial Solutions, PLLC (IFS), a Registered Investment Advisor. Integrated Financial Solutions, PLLC will only provide investment advisory services in jurisdictions where it is registered as an investment adviser or exempt from registration. Insurance products and services are offered and sold through individually licensed and appointed insurance agents. IFS does not provide legal or tax advice.

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    401(k)
Can I make monthly withdrawals from my 401(k) account due to financial hardship?
100% of people found this answer helpful

The short answer is it depends on if your plan allows it.  You can find out by contacting the plan provider or looking in the Plan Documents.  Some plans may allow for withdrawals or loans where others will not.  I would first look to see if you can take a loan.

You also have the option of rolling your account over into an IRA and taking a distribution if the plan doesn't allow it.

*Keep in mind that distrubtions will be taxable and you will also be subject to a 10% Early Withdrawal Penalty from the IRS

July 2018
    Investing, Stocks
When is it too late to invest in income-producing dividend stocks?
100% of people found this answer helpful
July 2018
    Debt, Financial Planning, Real Estate
I have $25,000 in savings, am debt-free, and I live at home; what's the best way to make my money grow?
100% of people found this answer helpful
July 2018
    Debt, Retirement, Estate Planning
Should I pay off all my debt at once with the inheritance money I am receiving?
100% of people found this answer helpful
July 2018
    Retirement, Retirement Savings
With only $192,000 saved, should I retire or not?
100% of people found this answer helpful
June 2018