Secure Your Future

At Whelan Financial, clients come first. We aim to provide an unparalleled level of service. Learn how our experienced professionals can tailor a financial plan to fit your goals.

  • Wealth Management icon

    Wealth Management

    Eliminate the confusion. Personal Wealth Management answers questions like, “How should I invest my money,” “Can I afford to retire,” “How can I maximize my social security benefit,” and “Can I reduce my taxes.”

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  • Company Retirement Plans icon

    Company Retirement Plans

    As fiduciaries, Whelan Financial supports companies in caring for their employees through responsible management of 401(k)s, pensions and profit sharing plans. We encourage participants to better their financial future through investment education and emphasize the impact of saving now.

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  • Á La Carte Services icon

    Á La Carte Services

    WF Portfolios
    Save time, save money, save stress with our automated investment platform.

    Social Security Planning
    Maximize your social security benefit. Whelan Financial can guide you through the complexities of your social security planning.

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