The team at Whelan Financial carefully crafts a financial plan tailored to meet your financial goals. Whether it’s wealth management, retirement planning, or benefits for your employees, we are here to guide you from where you are to where you want to be. We eliminate confusion, alleviate stress, and provide you with the vital context that you need for your financial life.
At Whelan Financial, we provide more than investment advice—we provide wealth management, which approaches investing from a financial planning perspective. We understand the entirety of your financial picture and subsequently invest to meet your objectives.
We know how valuable your team is to your business, and we understand how important it is to provide benefits that will help attract and retain talented people. As fiduciaries, Whelan Financial helps you care for your employees through responsible management of 401(k)s, pensions, and profit-sharing plans.
At Whelan Financial, we are continually on the lookout for ways to customize our investments to align with our clients’ unique financial objectives. We believe that direct indexing is a powerful solution that can do just that and more. This investment strategy allows for optimal tax efficiency, increased investment personalization, and solutions for multi–generational wealth transfer.
At Whelan Financial, we aim to tailor our service offering to meet your specific needs. Whether it is planning for your financial future or benefiting your employees, we have a solution for you.
| Services | Wealth Management | Retirement Plans |
|---|---|---|
| Quarterly Meetings | ||
| In-depth Investment Research & Selection | ||
| Customized, Actively Managed Portfolios | ||
| Asset Allocation | ||
| Portfolio Rebalancing | ||
| Investment Monitoring | ||
| Trade Execution | ||
| Investment Discretion | ||
| Partnering with Other Professionals | ||
| Custom Financial Planning | ||
| Social Security Planning & Analysis | ||
| Medicare Consulting | ||
| Legacy Planning | ||
| Tax Strategizing | ||
| 3(38) Fiduciary Services | ||
| Semi-Annual New Enrollment Meetings | ||
| Annual Participant Education Meetings |
