Wesling Financial Planning Services Corp.
We offer comprehensive financial planning, including:
- Goal development
- Spending plans and record keeping
- Retirement planning
- Tax planning including retirement plan and IRA distributions
- Investment management per your personal Investment Policy Statement
- Estate planning
- Tax preparation reviews
- Complete insurance reviews of needs and coverage
Our strict fee-only pledge to you is fulfilled through an annual retainer fee structure based on the complexity of the engagement. The fee covers all meetings, phone calls, research, analysis, and recommendations. Investment management can be included, if requested.
We are truly independent since we are neither tied to nor compensated by any investment or insurance company, or any other financial product provider.
Phone us at 703.535.8280 today.