For fee-only financial planning advice with decades of experience, visit our sister firm, The Welch Group.

Welch Investments

Personalized Financial Planning

On an “as needed” basis, our firm will assist with a wide array of Financial Planning and Wealth Management Issues to include:

  1. Financial Statement Development
  2. Cash Flow/Retirement Analysis Review
  3. Insurance Planning (Life, Disability, Long Term Care, etc.)
  4. Education Planning
  5. Estate Planning (Wills, Powers of Attorney, Health Care Directives)
  6. Income Tax Planning
  7. Cash and Debt Management

*NOTE: Personalized Financial Planning will be performed only after an explicit agreement between the client and Welch Investments is reached, including an estimate of the time required to complete the planning engagement. If you are an Investment Management client, less complex financial planning related issues are often addressed and resolved for no fee.