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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, our financial planners 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 




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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