Financial Services & Investments
Financial planning for your family or your business essentially means planning today for tomorrow's needs. We strive to provide the best, unbiased advice for each individual, family or business that we work with, regardless of age, family situation or amount of assets.
We work hard to provide solutions for each client and their unique situation. Our goal is to explain what your options are in a way that is easily understandable, before your plan is implemented. We feel that education is the key to making proper financial decisions. Once we determine the appropriate solutions, we'll help you take the necessary steps to implement your plan. Our service to you continues into future years through scheduled reviews, where your plan is monitored and maintained by making any changes or updates as necessary.
We have three fully-licensed Investment Advisor representatives, Chad Hatter and J.R. Showalter, and Joe Shenk to assist you with your planning needs. They live in the Waynesboro/Augusta County area, and are raising young families there. Each advisor would be happy to work with you on an individual basis, or as a team. Chad has been licensed since 1997 and has earned 3 professional designations (ChFC, CLU, and CASL). J.R. has been working with financial services and investment advice, since 1998. Joe has been in the financial services industry since 2005. All three advisors hold the series 6, 7, 63, and 65 securities licenses.
Some of the areas of their experience include:
- Investment Planning (IRAs, 401(k)s, College Savings, stocks, bonds)
- Long-Term Care Planning
- Life Insurance Planning
- Retirement Planning (including income needs/calculations)
- Health & Medicare Planning
- Estate Planning
For a free no-obligation quote for life insurance, click here.
- Chad Hatter*
- J.R. Showalter*
- Joe Shenk*
Investment Advisor Services offered through Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. Securities offered through ProEquities, Inc., a Registered Broker-Dealer. Member, FINRA and SIPC. Weaver Insurance & Financial Advisors is independent from ProEquities, Inc.
Please be advised that presently Chad, J.R. and Joe hold the series 6, 7, 63, and 65 licenses in Virginia and North Carolina. Chad is also licensed in CA, CO, FL, GA, IN, MD, MO, NC, NM, NY, OH, PA, OR, UT, VA, WA, WV. J.R. is licensed in GA, MD, NC, OH, PA, VA, WV. Joe is licensed in CO, IN, MD, NC, NY, PA, VA, WV. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Chad, J.R. or Joe before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.