M.a. Whelan Financial Planning

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Westchester, NY | Fiduciary Financial Planning — Whelan Financial Planning Come in From the Noise Financial Planning for Retirement Learn About Us Your Financial Life, Simplified When you are being bombarded by financial advice from all sides – the internet, friends, family – you probably feel confused and, maybe, a little overwhelmed. Who should you listen to? What options are right for you? How will you replace your paycheck? Financial Guidance, Personalized For more than 10 years, Whelan Financial Planning has helped clients cut through the noise by providing customized financial advice. As an independent, fee-only financial advisory firm, your concerns will be met with an earnest ear and an open mind. Please Note - Due to current client commitments, I am not accepting new clients at this time. With every decision, the conversation will start and end with you, your values, and your goals. Discover Why We’re Different Please Note - Due to current client commitments, I am not accepting new clients at this time. Retirement Planning The Retirement Review is a thorough one-time project. We begin by reviewing your current financial situation as well as your future goals and needs. Then we put together a plan that addresses where you are financially and where you want to go. After this, you can decide if an ongoing advisory relationship with Maureen will provide you with the support you need. Fees start at $2,500 Taking a Proactive Approach To Experiencing Future Joy Retirement p

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