FINANCIAL PLANNING in Wausau WI
Transforming aspirations into achievements
Experience the impact of a personalized financial strategy that begins with you, not just your finances. Achieve goals that feel closer and discover the transformative power of the right plan for your financial future.
Tailored Strategies: We believe that financial planning is not a one-size-fits-all endeavor. Our team of experienced advisors works closely with you to create customized financial plans that align with your goals, whether it's retirement planning, education funding, debt management, or estate planning.
Wealth Accumulation: We help you build and preserve wealth through strategic investment and savings strategies.
Risk Management: Our comprehensive risk assessment ensures your financial plan accounts for unforeseen events and uncertainties, providing you with peace of mind.
retirement planning
Private Wealth Management
Estate Planning
Business Financial Planning
Tax Planning
Risk Management
OFFICE HOURS
Monday
8:00am - 4:00pm
Tuesday
8:00am - 4:00pm
Wednesday
8:00am - 4:00pm
Thursday
8:00am - 4:00pm
Friday
8:00am - 12:00pm
Saturday & Sunday
Closed
Whalen Financial Group, Inc.
226411 Rib Mountain Dr
Wausau, WI 54401