Member Benefits: Financial Planning Services

If you are just starting your career or are new to investing, we can help you determine an appropriate asset allocation, evaluate your retirement savings account options, and calculate savings goals.
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Portfolio Analysis

Wondering if your investments are still aligned with your financial goals? We can provide a comprehensive analysis of your current investment portfolio and make recommendations.
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Retirement Income Projection

If you are 11+ years from retirement, we can help you determine whether you're on track to retire or what adjustments you need to make now to meet your retirement goals.
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Retirement Income Analysis

This comprehensive financial planning service is designed to help you determine your readiness for retirement and create a game plan for making important retirement decisions.
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Affiliates

WEAC

WEA Trust

WEA Credit Union

Contact Info

Personal Insurance Services:
1-800-279-4010

Retirement and Investment Services:
1-800-279-4030

Property and casualty insurance programs are underwritten by WEA Property & Casualty Insurance Company. The terms and conditions of your coverage are exclusively controlled by your written policy. Please refer to your policy for details.

The 403(b) retirement plan is offered by the WEA TSA Trust. TSA program securities offered through WEA Investment Services, Inc., member FINRA.

All investment advisory services are offered through WEA Financial Advisors, Inc.

The Trustee for the WEAC IRA program is First Business Trust & Investments.

Program administered by LTCi Marketing Administrators (LiMA). Long-term care insurance products are underwritten by multiple LTC insurers.

This is for informational purposes only and not intended to be legal or tax advice. Consult your tax-advisor or attorney before taking any action.

Keep in mind that mutual fund investments are not guaranteed and may gain or lose value. Past performance is no guarantee for future results. Future performance may be lower or higher than past performance. Before investing in any mutual fund, call WEA Trust Member Benefits at 1-800-279-4030 to request a prospectus. We advise you to read it carefully and consider the fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the investment company.

Target retirement funds invest in a mix of stock and bond funds that steadily become more conservative as they approach their target date. Target retirement funds are not guaranteed and may gain or lose value now and after their target date.

Principal and net credited interest are fully guaranteed by Prudential Retirement Insurance and Annuity Company (PRIAC). Such guarantees are based upon the financial strength and claims-paying ability of PRIAC.