MAUREEN A. WHELAN, CFP®
At M. A. Whelan Financial Planning, we aim to serve hard-working New Yorkers by providing reliable and trust-worthy financial advice. We offer flexible, fee only services to meet your needs. We will help you with a specific problem or provide you with a comprehensive financial review. Alternatively, we offer ongoing support, investment supervision and tax preparation if you just don’t have the time to do it yourself. Most importantly, the advice you receive is down-to-earth, practical and valuable!
We are a FEE-ONLY practice. (Learn more.)
In our dealings with clients we act as FIDUCIARIES. (Learn more.)
Our offices are conveniently located in Midtown Manhattan, Long Island City, Queens and Lake Success in Nassau County.
How can M. A. Whelan Financial Planning help me?
- Are you about to retire? Would you like guidance and support in your decision making as you enter this new and very different phase of your life?
- Are you concerned about your aging parents and their ability to evaluate the complex products the local bank is recommending. (Do your parents know that the nice guy or gal at the bank could earn 3% to 7% of the money invested in an annuity and that it could be very costly to get that money if they need it?)
- As you find yourself absorbed in the responsibilities of family, work, commuting, school, activities and home maintenance, do you wonder if you should “check in” with someone regarding your goals for retirement and sending the kids to college?
- Are your investments earning the highest returns, after expenses, while also minimizing your anxiety when you open your investment statements each month?
- Would you like to work with an experienced tax preparer who has the knowledge required to make meaningful recommendations regarding your taxes, rather than focusing on getting you a large refund? (Getting a large refund is BAD tax planning, as you are lending YOUR money to the government, interest free, until you get that refund.)
These are just a few of the concerns that M. A. Whelan Financial Planning can help you with.
If you would like to learn more please contact us at 1-800-775-8564 or click here to send us an e-mail.
We want to help and look forward to hearing from you!
