Whelan Financial > Financial Planning

Financial Planning

After we establish the client relationship, we gather the necessary data to construct a detailed financial plan. We then customize the investment portfolio to meet individual needs and objectives. During our quarterly meetings, we compare the client’s current financial situation to that of our projection.

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See my 401(k)- Spectrum

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

Whelan Financial is a Registered Investment Advisor. This website is only intended for clients and interested investors residing in states in which Whelan Financial is qualified to provide investment advisory services. Please contact Whelan Financial at 559-228-8002 to find out if the advisor is qualified to provide investment advisory services in the state where you reside. Whelan Financial does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results.

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