Bill Weidner, ChFC, ChSNC, CASL, CLU
5316 Highgate Drive Suite 223
Durham, NC 27713-6622

Office: (919) 403-9200
Cell: (919) 604-0576

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We unitize our 40 Plus years of Financial Planning Experience to assist both families and business in all areas of Financial Planning including Wealth Accumulation, Retirement, Medicare and Gap Planning, Providing Income in event of Accident or Sickness, Life Insurance, etc.

We are especially trained to offer very specific planning services to Families of Children with SPECIAL NEEDS, as well as helping determine the very best SOCIAL SECURITY STRATEGIES at Retirement.

Check out the Important LINKS below for SPECIAL NEEDS and SOCIAL SECURITY, or contact Bill or Guy by phone or email for complementary white papers on various topics.


Free Life Guides
Valuable information and guidance for a variety of life events.
Financial Concepts
Simple explanations for otherwise complex financial issues.
Business Strategies
Strategies for the financial well-being of your business.
Financial Worksheets
Help put your "financial house" in order with these financial worksheets.

Financial Calculators
Check out these handy financial calculators today!

Mental Vitamins
Quotes and articles help your attitude or as "food for thought."
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Resource Center
Use this area to find thousands of state-specific government documents and forms, as well as a wide variety of legal FAQs