Worrying about finances impacts your life and your relationships. As your trusted advisor, we will help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future. Welikey Financial Planning offers holistic financial advice - as all the pieces of your financial life are related and decisions about one area often affect the others.
We carefully examine how you want to lead your life and create a financial plan that supports your goals. Together, we will develop personalized financial solutions that address present as well as future needs. Helping you see the big picture, all aspects of your financial concerns are covered - retirement, investment strategies, tax and estate planning, insurance and more.
We carefully examine how you want to lead your life and create a financial plan that supports your goals. Together, we will develop personalized financial solutions that address present as well as future needs. Helping you see the big picture, all aspects of your financial concerns are covered - retirement, investment strategies, tax and estate planning, insurance and more.
Services
As a fiduciary, Welikey Financial Planning works for you and with your best interests in mind. We want to help you live the kind of life you want to live, on your own terms. We want you to feel confident that you are on-track to realize your goals. Value for your money. We are committed to providing value that exceeds our fees.
There are potentially hundreds of decisions you must make in order to build a solid portfolio, one that will benefit from market upswings and weather downswings. Unfortunately, many people don't understand what their investments are or how they should be managed. In a well-constructed portfolio, each investment should fulfill a specific function and should be appropriate for your unique situation.
While it's hard to imagine anyone purposely paying too much to the IRS or state, thousands of people needlessly overpay their taxes every year. Constantly changing tax laws and complex rules make it challenging for people to pay only what is truly required - and no more. We can help make sure you're not one of them.
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