Your Personal CFO

Wealth Management and Investment Planning

A Message from our CE0

The financial and retirement landscapes have evolved; you should too. What does every successful publicly-traded company have in common? They develop a comprehensive, knowledgeable, and forward thinking Board of Directors to surround the CEO and help make their vision a reality. This is how we have built Whalen Financial – you are the CEO of your financial future and we are your personal Chief Financial Officer (CFO).

The longest relationship you will have in your life is with your money – your finances. As your personal CFO we help build a Board of Directors to enhance your relationship with your finances. Our goal is to help you understand and take control of your financial future and simplify the complex world of financial planning.

Guided Wealth Portfolio

DIGITAL WEALTH MANAGEMENT SOLUTION

GWP uses algorithms to automate portfolio management and combines digital investing with a dedicated financial advisor.

Automated system
Annual video conference to review goals
Unlimited phone access to dedicated financial advisor

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Create your dynamic proposal and start investing for your future.

Your Personal CFO

At Whalen Financial, we listen carefully to grasp your current needs and future aspirations. As your personal CFO, our professionals customize, coordinate, and continuously monitor an individualize financial plan for your lifetime.

We find joy taking tasks off your plate and providing thoughtful support and experience. We never forget the human element of what we do, thinking ahead to plan for the highs, lows, and everything in-between. We welcome you to reach out with any questions you may have about us and our process.

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Investing for your financial freedom.

Our Disciplined Process

We have a clear process to understand your goals and develop appropriate recommendations.

How We Serve You

Retirement Planning

Establishing a Whalen Financial plan is the first step in building your financial foundation. We take the time to get to know all the important details of your financial life and goals. From there, we apply the experience of our tax, legal, and insurance specialists to create a retirement plan that will work toward your desired lifestyle.

Income Planning

Generating income for retirement is a cornerstone for the majority of retirees. When to take that income and where to distribute it are critical questions that must be answered. At Whalen Financial, we create an income plan to assist you in analyzing your assets and providing a roadmap for your portfolio, pension, and Social Security income.

Investment & Portfolio Management

Not everyone needs a financial plan. For those clients who only require investment management, the Whalen Financial investment platform offers a wide variety of institutional money managers. Driven by your individual goals, we will build an asset model for you and actively manage your portfolio.

Estate Planning

At Whalen Financial, we employ customized estate planning strategies to ensure our clients wishes for their estate are fulfilled. Our team of specialists can design and implement the right strategies to meet every need. Our areas of experience include:

Revocable Living Trusts
Irrevocable Trusts
Life Insurance Trusts
Charitable Trusts

Probate
Business Incorporation / LLCs
Buy Sell Agreements
Business Succession

PlAN

Tax Planning

A Whalen financial tax advisor will be responsible for collaborating with the rest of the team to create a tax plan that co-exists with your investment and estate goals. In an ever-changing tax law environment, it is not just how much you make but rather how much you keep of that is important to the success of your financial roadmap. We prepare tax returns using efficient planning strategies that can potentially reduce income and business taxes now and later. Our areas of experience include:

Audits & Reviews
Business / Personal Tax Preparation & Planning
Bookkeeping
Charitable Gift Planning

Estate & Trust Tax Preparation
Notary Public
Representation before the IRS

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Why Us?

At Whalen Financial, we embrace our fiduciary responsibility. For over two generations, our experienced team of associates have navigated the ever-changing financial landscape with our clients’ best interests in mind, while always making them feel like family.

Our goal is to exceed your expectations every step of the way. As your trusted advisor, we promise to remain proactive in helping you reach your higher purpose through trust and transparency. Partner with Whalen Financial today and let us show off our passion for serving you.

SERVING OUR CLIENTS FOR TWO GENERATIONS IN

OVER 25 STATES

Whalen Financial On Air

Tune in "making CENT$ of WEALTH" with andrew whalen, your personal cfo. the show where we breakdown complex financial topics and market events into investor-friendly concepts so that you can make better-informed DECISIONS about your financial future, so if it don't make dollars, it don't make cent$.

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Don't Wait Until It's Too Late to Plan for Your Future