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.
Personal Wealth Management
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.
Company Retirement Plans
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.
