Our Services

Eliminating confusion, alleviating stress, and providing vital context for your financial life.

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. 

Tailored Financial Solutions, Crafted Just for You.

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.

ServicesWealth ManagementRetirement 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

Learn how our experienced professionals can assist you in planning for your future and securing your legacy.