Our Approach

We educate and motivate individuals, families and business owners to clarify the purpose of their life and their wealth. We help them think deeply about what's possible, affirm what they really care about and plan to make a significant impact on the people, causes and organizations they care about most.

More...

Our Videos

More...

Make tax-savvy decisions

Taxpayers often miss opportunities to make tax-smart moves. The decisions you make now about retirement plans, education accounts and charitable and other gifts can benefit you later. Contact me about finding strategies to help you manage your taxes now and in retirement.

More...

Areas of Focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Estate Planning Strategies

Community Participation

Giving is a core value at Weaver, Dalton & Associates. We enjoy opportunities to give our time and resources to the community.

  • Member of Henderson Chamber of Commerce
  • Board Member of Henderson Community College Foundation
  • Board Member of Salvation Army
  • Board Member of Lindsey Wilson College
  • Elder at One Life Church
  • Elder at First Baptist Church

Recommended Articles All Articles

Calculators All Calculators

Commentary