We serve entrepreneurs, engineers, real estate investors, artists, high-level managers and disciplined savers who are busy developing businesses, raising kids, building their wealth and preparing to retire. We fondly refer to them as grateful high net worth investors: they understand the value of due diligence and informed decisions.
Many of our clients started with their first paycheck, then continually built their wealth through consistent saving, business opportunities, local real estate investments, tax strategy and inheritance. Our clients maintain control of their finances. We nourish control through structure, education and in-depth discussions tailored to your individual situation.
Many of our clients started with their first paycheck, then continually built their wealth through consistent saving, business opportunities, local real estate investments, tax strategy and inheritance. Our clients maintain control of their finances. We nourish control through structure, education and in-depth discussions tailored to your individual situation.
Services
Tron Welch, AIF(R), MBA, CFP(R) is the founder of Welch Financial Planning, LLC. He is a Certified Financial Planner and has achieved the designation of Accredited Investment Fiduciary(R). The CFP(R) and AIF(R) are two designations which reflect Mr. Welch's experience as well as his commitment to continuing education and fiduciary ethics.
When investing in a business or real estate, does it fit your situation to pay cash or leverage your assets?. We answer your questions in the context of your entire financial situation, incorporating portfolio management, tax structures, real estate investments, estate concerns, leverage options and liability into your plan.
Tax strategy is at the forefront of any decision we help our clients make. As tax laws change, we evaluate the impact on client's individual situations, then adjust their strategy accordingly. Our financial planning process continually takes into account your long and short-term tax liabilities. Whether accumulating wealth in retirement or sending a child to school, we have a tax strategy to lower the overall cost.
We enjoy meeting with potential clients to discuss our services either in person or via videoconferencing. We offer, free of charge, a time to learn more about you, your family and your financial needs. The goal of the initial consultation is to take some time to get to know each other. Sometimes this takes a few meetings as we are in no rush and there will be no pressure.
Our clients often have multiple insurance needs involving home, auto, rental property, umbrella, business insurance, life insurance, etc. They see insurance as a way to protect family assets and here they have an agent that provides service and value. Our independent insurance agent, Brad Christian, represents multiple agencies, providing the opportunity to find the best coverage to protect you, your family and your assets.
Reviews (9)
Dominic M.
Jun 17, 2021
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Theresa H.
May 01, 2021
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We, as a couple, took Tron's financial planning class and highly recommend it.
He was able to explain what I felt were complex concepts in a way that was easy to understand. I like that he used questions from the class to provide specific examples for providing a variety of perspectives for different situations.
We came into the class feeling like we've been blindly saving for retirement, and came away with a clear idea of when we can reasonably retire with strategies that we can use to maximize the resources we have, and steps that we can take to develop more resources if we want to.
Tron's
He was able to explain what I felt were complex concepts in a way that was easy to understand. I like that he used questions from the class to provide specific examples for providing a variety of perspectives for different situations.
We came into the class feeling like we've been blindly saving for retirement, and came away with a clear idea of when we can reasonably retire with strategies that we can use to maximize the resources we have, and steps that we can take to develop more resources if we want to.
Tron's
Michael Martin
Apr 03, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
My girlfriend and I just finished the wealth creation course with Tron. It was a great value and we really learned a lot. Tron is very nice and easy to talk to and the one-on-one session we had at the end of the classes was very insightful. Highly recommend!
My girlfriend and I just finished the wealth creation course with Tron. It was a great value and we really learned a lot. Tron is very nice and easy to talk to and the one-on-one session we had at the end of the classes was very insightful. Highly recommend!
Missy Durfey
Mar 16, 2021
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I took Tron's Wealth Creation class. It was extremely affordable and filled with lots of great information. He was very professional and truly an expert. I was so impressed that he also did a free consultation with us as part of the class. He is doing a great service to the community teaching us smart money management at such a low cost.
Zachary Keenan
Feb 25, 2021
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I took part in Tron's online Wealth Creation Today course and a subsequent personal session and was thoroughly impressed.
Tron is refreshingly honest (as not all personal financial analysis is good news)and made what would otherwise be confusing to me, very plain and easy to understand.
He has a great deal of experience and was able to cover lots of information clearly and succinctly.
He really leaves no stone unturned.
Tron is refreshingly honest (as not all personal financial analysis is good news)and made what would otherwise be confusing to me, very plain and easy to understand.
He has a great deal of experience and was able to cover lots of information clearly and succinctly.
He really leaves no stone unturned.
Gretchen Heine
Nov 02, 2020
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We had a great experience with Welch Financial Planning. We completed Tron's class on Building Wealth and were pleased with both the quality of the content as well as Tron's willingness to take the time to answer questions and structure the class to the participants. The complimentary financial planning consultation was informative and valuable. We highly recommend Welch Financial Planning!
Christine Tate
Aug 25, 2020
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Dan Tate
Aug 13, 2020
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Emily Tate
Jun 27, 2020
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