Services

Welsh Financial Group specializes in helping individuals develop sound wealth accumulation and preservation strategies. We offer personalized, hands-on service that begins with a full financial plan that can become the roadmap in working towards your goals. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and wealth preservation strategies.

At WFG, we believe that collaborative planning can help you work towards better results. We coordinate our wealth management process with an extensive network of trusted professionals such as estate planning attorneys, CPA’s, insurance consultants, long-term care facilities, and our entire back-office LPL support team.

We will meet face-to-face with you annually. However, we prefer more regular communication throughout the year, this keeps us informed about changes in your life and makes sure we are on the same page regarding your goals.  Our policy is “Let’s talk as often as we need to. Call us any time and we will do the same.” 

In addition to our conversations throughout the year, we’ll share helpful information and resources such as: 

Weekly Market Commentary 

Periodic Economic Outlook Communications 

Links to timely articles posted on our website 

Invitations to WFG Events