Western States Financial & Western States Investments - Corona , CA John Weyhgandt, Financial Coach & Advisor
 For more information, call now: (951) 371-7608
  • Home
    • Schedule an Appointment
  • Who Are We? . . . . and What We Do.
    • Western States Financial
    • Western States Investments
    • John Weyhgandt
    • Our Corporate Team
  • Interest or R.S.V.P. Event Request
  • Financial Services
    • Financial & Investment Management >
      • Individual Retirement Accounts
      • Annuities
      • Assets Under Management (AUM)
      • Estate Planning / Living Trusts
      • Financial Coaching
      • IRAs, IRA roll-overs, Roth IRAs, Simple IRAs & SEP IRAs
      • Club vs. Swing
    • The U.S. Debt Clock
    • Tax Information >
      • 2024 Federal Tax Brackets, Tax Rates & Retirement Plans
      • 2023 Federal Tax Brackets, Tax Rates & Retirement Plans
      • 2022 Federal Tax Brackets, Tax Rates & Retirement Plans
      • 2022 State of CA Tax Brackets
      • 2024 Retirement Plan Contribution Deadlines & Limits
      • 2023 Retirement Plan Contribution Deadlines & Limits
      • 2022 Retirement Plan Contribution Deadlines & Limits
  • Insurance Services
    • Life Insurance
    • LIRPs >
      • Indexed Universal Life
    • Long-Term Care
    • Medicare
  • Social Security
  • Forms, Learning & More
    • Forms
    • Questionnaires
    • Learning About Money >
      • 3 Buckets of Money
      • 3 Type of Purchasers
    • Videos
    • Privacy Policy & Terms of Use
  • Contact Us
We exist to create a life of freedom

so you can pursue your dreams

and live your God-Given purpose.

​FINANCIAL INVESTMENT SERVICES



Financial Management Services - Corona, CA
Picture

Financial & Investment Management

Western States Financial & Western States Investments understands that each Client is unique, which is why our approach considers your objectives and goals, allowing us to customize each area of your retirement strategy to aid you in not only achieving your purpose in life, yet being able to live out your dreams as well.
 
We offer a comprehensive suite of products and services, including:
-     401(k)s
-     401(k) Rollovers
-     403(b)s
-     403(b)s Rollovers
-     457(b)s Rollovers

-     Annuities

-     Estate Planning (Living Trusts, Legacy / Inheritance)

-          Financial Coaching​

-     IRAs
-     IRA Roll-Overs

-     Mutual Funds

-     Purpose & Goal Planning

-     Roth IRAs
-     Simple IRAs

-     Social Security Maximization

-     Succession Planning
​

-     Tax-Efficient / Tax-Free Strategies

​Call John @  (951) 371- 7608
 
​to schedule your no obligation consultation.

BOOK AN APPOINTMENT TO DISCUSS YOUR FINANCIAL NEEDS HERE
WSI Firm Brochure (ADV Part 2A) 02/14/2022

​John Weyhgandt Supplemental Brochure (ADV Part 2B) 02/14/2022

Privacy Notice 02/2022

CONNECT
​WITH US:

WSF Facebook
Missed Fortune - Financial Advisor

CATEGORIES:

​About
Financial Services
​Insurance Services
Forms

Questionnaires
Resources
Videos
​


PROUD MEMBER OF:

Picture
Picture
Picture
Picture
Picture

LOCATION:

Western States Financial
​Western States Investments

2275 S. Main Street, Suite 103
Corona, CA 92882
Ofc: (951) 371-7608   Fax: (951) 371-7084

Email: [email protected]
​Email: [email protected]

​Appointment: John Weyhgandt - Online scheduling (oncehub.com)


© 2024 Western States Financial &  Western States Investments.  All rights reserved.