Welcome to Wahlberg Financial Services
Wahlberg Financial Services is an independent financial services firm offering personalized and comprehensive,
fee-based financial planning and advice, portfolio management services, and insurance products. As we are not affiliated
with a specific bank or insurance provider, we can offer objective advice to our clients, uninfluenced by company
products or demands. This freedom allows us to put our client's needs first at all times and to build a relationship
based on a joint pursuit of their individual goals.
Philosophy
Personal
Our goal is to truly know our clients and to fully understand their financial positions and aspirations. A deep,
professional relationship encourages open communication and builds trust in your advisor, which allows us to provide
you with the best possible advice for your unique situation.
Thorough
To reach the goals you have set for yourself, you need the stable footing of a well-balanced financial situation
from which to work and grow. Accordingly, we take a holistic approach to our client's financial planning, performing
a thorough examination of each client's circumstances and creating personalized strategies for them before discussing products.
Prudent
Our approach to financial planning and investing is based on prudence. While it is important to capitalize on opportunities
as they present themselves, it is equally important to not take on undue risk.
Disciplined
We believe the key to financial success is discipline. Emotional reactions to economic news, market movements, or developments
in your personal and professional life can lead to poor financial decisions. Only through a disciplined approach can you avoid
mistakes made in the heat of the moment.
Areas of Advice
Financial planning with Wahlberg Financial Services includes the analysis of multiple areas of your financial life:
- Cash flow review and analysis
- Net worth review and analysis
- Insurance review and employee benefits selection
- Wealth accumulation toward large expenses or purchases
- Planning for retirement or managing a current retirement
- Tax planning*
- Estate planning
We can also help with specific situations:
- Job change
- Starting your own business
- Retiring and the decisions associated with that process
- Saving for college
- Buying a home
- Marriage
- Arrival of a child
- Inheritance/Unexpected income
*The professionals at Wahlberg Financial Services are not tax accountants or Certified Public Accountants.
Please seek the advice of a qualified tax accountant before implementing any financial plan or if you have specific
tax-related questions.
How to Become a Client
Wahlberg Financial Services offers a complimentary, no-obligation consultation to those considering becoming a client. During this consultation, we will review your financial position and goals, discuss our services and our approach to financial planning and asset management, and determine if working together would be beneficial for you.
Please select the “Request a Consultation” link below to schedule a time for this meeting. In your email, please include your preferred method of contact and a brief description of your primary questions and concerns.
Request A Consultation
