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Comprehensive Financial Advice

Confidence | Clarity | Compassion

No matter what path you're on, knowing where you're going makes the journey much more enjoyable and much less stressful.

You Deserve Personal Wealth Management 

Tailored to Solve:

Our Wealth Management 

Services Include:

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 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

We Provide You...

Holistic strategies of financial planning for families, business owners and executives. Our experts of Accredited financial planner will work with you to create a financial plan that is focused on your expectations, risk tolerances and tax situation.

We Propose...

Providing access to unique investment opportunities for our clients. Our goal is to be your only call about any issue on finance, whether it is a  question you needed to get answered before you make a financial decision. We put your goals, big or small, at the core of all we do.

We Will Assess...

Your financial needs and savings plans together with you. If you don't have a handle on your monthly or annual expenses, we have tools to help you understand where you're spending money at the moment and discuss your future spending needs.

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