Weyers McKeever Financial Partners

Weyers McKeever Financial Partners Holistic financial planning for individuals, families, and businesses. Your Vision · Our Team Franklin Street, Suite 3450, Chicago, IL 60606. PH: 312-236-2500.

Carrie Weyers is a Registered Representative and Jay Weyers, Scott McKeever, and Matthew McCormick are Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., (ESI). Securities are offered solely through Registered Representatives and Financial Planning and investment advisory services are offered solely by Investor Adviser Representatives of ESI, known as Vermo

nt Equity Services in WI, NH, CO & MO, Member FINRA/SIPC, 1 N. Weyers McKeever Financial Partners is independent of ESI. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Jay Weyers offers securities in Illinois. He offers investment advisory services in all states. Jay Weyers is insurance licensed in Illinois. Scott McKeever offers securities in Illinois. Scott McKeever is insurance licensed in Illinois. Matthew McCormick offers securities in Illinois. Matthew McCormick is insurance licensed in Illinois. Carrie Weyers offers securities in Illinois

Carrie Weyers is insurance licensed in the following state: Illinois. An “endorsement” of this company or these individuals is not a referral of them for investment advisory services and may not reflect others’ views or experience. TC8649229(1225)3

The most powerful force in wealth building is time—but the second is mindset. Quote for the day:
09/02/2026

The most powerful force in wealth building is time—but the second is mindset.

Quote for the day:

09/01/2026

Most entrepreneurs tell me their business is their biggest investment. But did you know that roughly 98% of owners don’t have an up-to-date valuation?

I use BizEquity to help my clients bridge that gap. By using this patented platform, we can generate a comprehensive picture of your business's value in a fraction of the time of traditional methods.

The value we explore together:
- Retirement Readiness: Does the potential value of your business support the lifestyle you want later?
- Growth Levers: We identify which areas of your business could be optimized to increase its future potential.
- Succession Clarity: We use real-time data to inform your "what-if" scenarios for the future.

My goal isn’t just to manage your portfolio; it’s to help you understand and protect your life’s work.

Ready to unlock some insight into your largest asset? Visit our website and give us a call: https://bit.ly/4gIV139

Financial planning is often filled with jargon that makes simple concepts feel out of reach. We’re here to pull back the...
08/31/2026

Financial planning is often filled with jargon that makes simple concepts feel out of reach. We’re here to pull back the curtain and provide the clarity you deserve.
Financial Term of the Day…

Is your CPA talking to your Financial Advisor? If not, you’re likely missing out on hidden efficiencies. We work in tand...
08/30/2026

Is your CPA talking to your Financial Advisor? If not, you’re likely missing out on hidden efficiencies.

We work in tandem to ensure your tax strategy and wealth plan are perfectly aligned. By aligning these two disciplines, we can proactively address:

- Tax-efficient distributions
- Coordinated wealth transfer
- Strategic risk management

Work with a team, not just a set of individuals. DM me to see how we coordinate with tax pros for better results.

08/28/2026

Did you know you can contribute to a Roth IRA even if you earn too much money? It’s called a "Backdoor Roth." You contribute to a traditional IRA—which has no income limits—and then immediately convert it to a Roth. It’s a perfectly legal way for high earners to get the tax-free growth benefits of a Roth.

"Publication 590-A: Contributions to Individual Retirement Arrangements (IRAs)." Internal Revenue Service, 2024, www.irs.gov/publications/p590a.

*To qualify for the federal tax-free and penalty-free withdrawal of earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59 1/2 or due to death, disability, qualified education expenses, qualified medical expenses, or a first-time home purchase (up to a $10,000 lifetime maximum). Depending upon state law, Roth IRA distributions may be subject to state taxes.

What does it actually look like to have a truly holistic planning team in your corner? It’s more than just managing a po...
08/28/2026

What does it actually look like to have a truly holistic planning team in your corner? It’s more than just managing a portfolio; it’s about strategic alignment.

Here is something to consider:

08/27/2026

Did you know you can sometimes tap your 401(k) at age 55 without the 10% penalty? Most people think you have to wait until 59 and a half. But if you leave your job in the year you turn 55 or later, the "Rule of 55" allows you to take penalty-free distributions from that specific employer’s plan.

"Topic No. 558: Tax on Early Distributions from Retirement Plans Other Than IRAs." Internal Revenue Service, www.irs.gov/taxtopics/tc558.

Equity Services, Inc. and its representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

The only constant is change, especially in financial markets.As we reach the midpoint of 2026, it's vital to reassess st...
08/26/2026

The only constant is change, especially in financial markets.

As we reach the midpoint of 2026, it's vital to reassess strategy. Weyers McKeever Financial Partners invites you to our "Mid-Year Outlook 2026" webinar. We’ll show you how to 'PACE' through the complex shift from policy-driven movements to economic fundamentals.

This webinar is for investors looking for clarity on:
1. The impact of AI Expansion
2. Consumer Resilience data
3. Policy and Geopolitics

Join us on Zoom: August 27th, 6:00 PM CST.
Seats are limited! Lock in your spot here:

https://bit.ly/4xoLaGU

Success is where preparation meets perspective. While the market may be unpredictable, your mindset doesn't have to be. ...
08/26/2026

Success is where preparation meets perspective. While the market may be unpredictable, your mindset doesn't have to be.

Quote for the day:

08/25/2026

As a financial professional, I’ve found that many business owners treat their company as a "black box" in their financial plan. You know what's going in and out, but you might not know what the entire asset is actually worth today.

That’s why I’ve integrated BizEquity into my practice. It allows us to move past guesswork and look at the potential of your business through a data-driven lens.

How this changes our planning sessions:
● Clarity on Net Worth: We can see how your business value aligns with your personal retirement and estate goals.
● Benchmarking: We look at 13 critical KPIs to see how your business potentially compares to industry peers.
● Risk Management: It helps us identify if your current protection and buy-sell agreements are truly in line with your company’s potential value.

Understanding your value isn't just for when you're ready to sell—it’s for making smarter decisions while you're still growing.

Want to see where your business stands? Let’s connect for a discovery session. https://bit.ly/4gtUAJJ

Address

9201 South IL State Route 31
Lake, IL
60156

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm

Telephone

+18154555292

Website

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