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Ian Weiner, CFP®

Simplifying Financial Planning - Retirement Planning with a Charitable twist

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Simply Retire Ian Weiner, CFP®
Bentonville, Arkansas

Serving Clients Nationwide

Simplifying Financial Planning - Retirement Planning with a Charitable twist

Areas of Focus

  • Alternative Investments
  • Inherited Wealth
  • Insurance
  • Investment Management
  • Living in Retirement

About Me

Hi, I'm Ian Weiner. I am a husband to Jes, father to two rambunctious sons and one indomitable daughter. Our family calls Northwest Arkansas home, a blend of my native Colorado and her native Northeast Texas. We enjoy riding our bikes to school, football (my oldest boy’s first word) practice, and traveling for Jes’ mural work keeps us on the move! We love visiting art museums, a favorite due to its proximity and “Water Lillies” is the Nelson Atkins in Kansas City. We enjoy all of the Smithsonian Museums in D.C. and look forward to visiting soon.

In my free time, I’m working on my Latin, and am honing my palate to become an amateur sommelier. Wine and scotch enthusiast (in moderation!) and former coffee snob – I just buy the bulk stuff now. I enjoy film, classic rock, blues jazz, and classical music – Chopin is probably my favorite composer. I still believe in the art of a handwritten note or letter. I’m also a fan of classic menswear and footwear with a strong appreciation for handmade items by true artisans, I’m a fan of many types of art yet the functionality is appealing to me.

As a CFP® practitioner, I’ve pledged to uphold the fiduciary standard – to act solely in your best interest as a Financial Planner, and I’ve staked my reputation on it. I’m a bit intense, perhaps you’d call it passionate, but I’ve decided not to apologize for it. I take a deep interest in the goals and dreams and challenges that my clients have, I take it personally and it keeps me up at night more frequently than I’d like to admit, not in a negative way most of the time.

I weigh planning decisions very thoughtfully. I’m telling you about it because your goals, dreams, struggles, challenges, families and legacies matter, and if they matter to you, they should matter to your trusted advisors too. My suspicion is that you might know more about me now than your current advisor.

This isn’t a typical bio, and that’s the point. We’re different and that’s on purpose. If you’ve made it this far, you’ve gotten an introduction into how I think, what’s important to me and why we do things this way. I’m private by nature, I strive to reserve my thoughts, feelings (yes I have those), and opinions for those I’m close with. We don’t work with everyone, and that’s on purpose too. We want to build long-term relationships with people we can root for, not just long enough to sign on the dotted line. We want to walk to and through retirement with you because it matters.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Financial Planning Association

Location

Bentonville, Arkansas

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

The Simply Retire Process is designed to help you answer the questions that are most pressing concerning your retirement: Will I run out of money? Am I taking too much risk in the market? What about Long Term Care? How much am I really going to pay in Taxes? We'll help you discover the answers to these questions, and any others unique to your situation. When you complete the process you'll get to take a copy of your Simply Retire Strategy Report - free of charge: A one page document that explains - in plain English - what actions we'd recommend you take, how much we would charge to help, and what the expected outcome is. "Sleep Well At Night Guarantee" - we won't pressure you to make a decision, ever. In fact, when we present the Strategy Document to you, the only thing we'll ask is that you sleep on it. We're so confident that our ideas and strategies make sense, we won't let you sign until you've gotten to process it overnight. The first step is a Strategy Call - book yours today!

Offers Investment Management

Yes

About our Firm

Solving the financial Ivory Tower problem: Traditional household names have great buildings, marble floors, and mahogany desks and paneling, but their client-facing advisors have a challenge you may not know… They have what I call an “Ivory Tower” problem. Their focus has to be on figuring out what set of pre-selected funds, portfolios, products, or services you fit into best.

“Moderately conservative risk tolerance? This fund family is perfect for you…” does this sound familiar? They have an inherently inductive approach, they’re focused on putting you into their box, to paraphrase an old idea – “When you’re a hammer, everything looks like a nail.” Whether it’s ‘proprietary products,’ sales goals, or middle management working towards a bonus, the old guard has a conflict of interest they don’t want to talk about. Their “Principal” is the employing firm first, not the client.

At Simply Retire we take a different approach, one that is deductive. We don’t start with the tools or strategies and figure out how they could work for you, we start by focusing on your goals, dreams, aspirations, and legacy, understanding why it’s important to you and what’s at stake and then we create a plan, using tools strategies and ideas that make your desires a reality. It may seem like a subtle shift but when it makes all the difference for you… it matters to us.

Education

Quantic School of Business and Technology, Master of Business Administration - MBA

Badges

Hobbies and Interests

  • Board Games
  • Eating Out
  • Entertaining
  • Exercising
  • Family
  • Football
  • Golf
  • Movies
  • Music
  • Painting
  • Tennis
  • Traveling
  • Volunteering
  • Walking
  • Wine
  • Working Out
  • Writing

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Couples
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Immigrants
  • Intergenerational Families
  • Investors
  • Living in Retirement
  • Military
  • Nonprofit Employees
  • Parents
  • Real Estate Investors
  • Remote Workers
  • Single Women
  • Widow