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About Us
Whalen Financial Group
Ginny joined Whalen Financial Group, Inc. in September 2006. With over two decades of experience in the industry, she brings a vast knowledge base, strong integrity, and in-depth experience working with individuals and businesses to help them pursue their financial goals. Ginny holds Series 7, 66, and 24 securities licenses.
Recognizing that each client has individual needs, Ginny dedicates herself to understanding and appreciating each client’s situation before making any recommendations. She believes in educating clients and working diligently to help them develop achievable goals, understanding their financial choices and portfolios, and implementing strategies that assist them in attaining their personal plans. As an independent financial advisor, Ginny can evaluate a wide range of investment and insurance solutions with the goal of helping clients pursue their financial objectives.
Ginny also works with businesses to develop retirement plans that will meet their business needs. She will walk them through the process of designing the retirement plan to meet their specific business needs based on their employee demographics and business needs.
In her spare time, Ginny enjoys traveling with her husband and spending time with her 4 children. Ginny enjoys spending time outdoors from boating to skiing.
Your Partners in Planning
for the Future
As a comprehensive financial services firm, our team is committed to being open and straightforward with you and serving your best interests. Our goal is to help you pursue your retirement dreams and develop strategies designed to address your income needs and support your vision for retirement.
No matter where you’re located, from Wausau, WI to anywhere across the country, we aim to simplify complex financial decisions and empower you to make the most advantageous decisions.
Our Approach
Our client-centric approach helps ensure we understand your financial goals and current situation, allowing us to create a comprehensive plan that aligns with your unique circumstances and goals. Supported by our knowledge, experience, and commitment to serving your best interests, we provide guidance to help you make informed decisions and stay focused as you work toward a more confident financial future.
226411 Rib Mountain Dr