Welsh Financial & Accounting Services, LLC
Welsh Financial & Accounting Services, LLC specializes in providing comprehensive personal financial planning on a fee-only basis. I also provide personal financial planning for specific events such as retirement & pension distribution options.
Also, I offer annual financial checkups and tax planning to our clients. I do not provide the advisory service "assets under management" (usually a percent of client's investments) because I believe that the fees charged for these services will greatly reduce the client's net worth over time while investment advice and guidance can be provided in a more cost-effective manner to the client through constant financial checkups and education.
Also, I offer annual financial checkups and tax planning to our clients. I do not provide the advisory service "assets under management" (usually a percent of client's investments) because I believe that the fees charged for these services will greatly reduce the client's net worth over time while investment advice and guidance can be provided in a more cost-effective manner to the client through constant financial checkups and education.
Please contact me either through my email address (welshllc@msn.com) or phone number (410) 549-1075 because the messaging method to the right on this page is not always reliable. Thank you.
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