Aaron Wieand, CFP®, CPA Integrated Financial Planning Solutions, LLC

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About Aaron Wieand, CFP®, CPA, PFS

Aaron Wieand is a partner with Integrated Financial Planning Solutions, a fee-only financial planning firm located in Goshen Indiana and serving clients across the country. As a CPA and CFP®, Aaron specializes in helping people develop and execute a comprehensive, tax-efficient financial strategy.

Whether you realize it or not, your household is a likely multi-million dollar enterprise. Over the course of your career, you will likely earn millions of dollars which will be directed to lifestyle goals (spending), saving, and taxes. However, many people do not strategically manage this multi-million-dollar enterprise because they are too busy to master the technical aspects or are making siloed decisions without a clear picture of the broader financial landscape.

However, like a multi-million dollar business, you want to be strategic with how you approach your finances. And one of the best moves you can make is to develop a customized financial strategy optimizing outcomes for your specific financial goals.

Aaron helps disciplined savers who are unsure if they are realizing the full potential of what they’ve saved. He guides those with excess cash flow who wonder how to prioritize savings between employer retirement plans, IRAs, H.S.A.s, 529 plans, and other investment vehicles. Aaron helps individuals who are intent on maximizing the after-tax value of their portfolio and setting themselves up for a tax-efficient withdrawal strategy in retirement. In summary, Aaron’s goal is to remove the burden from those who are too busy to devote the time and resources that are critical to crafting and executing a cohesive financial strategy.

Aaron welcomes the opportunity to meet with you to determine how you can elevate your financial strategy and move closer to living your goals.

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Ideal Clients

  • Baby Boomers
  • Business Executives
  • Entrepreneurs
  • Income Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $150+/mo
  • Flat Fee: $1,500+/engagement
  • Hourly Fee: $150+/ho

SEC Records

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