Personal Wealth Management
Creating a plan for achieving your goals.
At Whelan Financial, we provide more than investment advice. Our goal is to ensure you have the time, attention, and analytics necessary to make confident and informed financial decisions. We are here to be your partners in financial planning, whatever your needs may be.
- The Client
Experience - Financial
Planning - Investments
- Tax
Strategies - Social Security
Planning - Partnering with
Professionals
The Client Experience
No two financial circumstances are the same. We meet with our clients quarterly, so we know you and your story! You have unique financial needs and pivotal planning moments, and we are here to guide you through them. In addition to your quarterly meetings, we are available for any intermittent needs. We invest time in client relationships so that we can make sure your financial investments are supporting your financial goals.
Financial Planning
Investments
Tax Strategies
Whelan Financial manages portfolios and executes trades while strongly considering tax efficiency. We work with your accountant to minimize unnecessary taxes and tax consequences. We also implement strategies such as location optimization, tax loss harvesting, capital gains avoidance, and Roth IRA conversions.
Partnering with Your Other Professionals
In order to seamlessly implement recommendations, we work directly with your CPA and estate planning attorney to ensure quality and consistency of advice. Because we establish a relationship with other professionals on your team, we can work with one another around critical planning points. This includes:
- Automatically providing investment related tax information annually (and on request) to your CPA
- Coordinating registration and beneficiary information on your accounts with your estate planning attorney
- Establishing withdrawal sequencing strategies with your CPA
- Facilitating estate distributions with your estate planning attorney
The Client Experience
No two financial circumstances are the same. We meet with our clients quarterly, so we know you and your story! You have unique financial needs and pivotal planning moments, and we are here to guide you through them. In addition to your quarterly meetings, we are available for any intermittent needs. We invest time in client relationships so that we can make sure your financial investments are supporting your financial goals.
Financial Planning
Investments
Tax Strategies
Social Security Planning
Partnering with Your Other Professionals
In order to seamlessly implement recommendations, we work directly with your CPA and estate planning attorney to ensure quality and consistency of advice. Because we establish a relationship with other professionals on your team, we can work with one another around critical planning points. This includes:
- Automatically providing investment related tax information annually (and on request) to your CPA
- Coordinating registration and beneficiary information on your accounts with your estate planning attorney
- Establishing withdrawal sequencing strategies with your CPA
- Facilitating estate distributions with your estate planning attorney
Social Security Planning