Whelan Financial Planning

PLEASE NOTE - Due to current client commitments, I am not accepting new clients at this time.

COME IN FROM THE NOISE

Are you a baby boomer looking for financial advice? You may feel like there are too many options to choose from.  Investment consultants at your bank, insurance agents, "wealth managers" and online financial advisory services all have ideas about how you should invest your money. Yet you have a nagging feeling that there should be more. You want someone to look at your total financial picture - spending plans, income taxes, insurance needs and estate planning alternatives. Investments are only one part of the puzzle.  They should be managed in harmony with your values and goals and adjusted to meet your changing circumstances.
 

Whelan Financial Planning is a small, independent, fee-only financial advisory firm that helps baby boomers

  • simplify their financial lives
  • make financial decisions with confidence and
  • adapt their plans as they journey through retirement.

Maureen Whelan, CFP® does this by providing personalized and comprehensive financial advice, investment management, tax preparation and planning.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2127 Crompond Road Suite 104C Cortlandt Manor, NY 10567 Phone: (800) 775-8564

Primary Office

2127 Crompond Road Suite 104C Cortlandt Manor, NY 10567 Phone: (800) 775-8564