MAUREEN A.
WHELAN, CFP®
is an independent personal financial planner offering flexible, fee only services to individuals and families through out Westchester County and Long Island.
Maureen describes how she is different from other financial advisors....
"We talk about your goals and concerns first. Then we figure out what will help you reach those goals while allowing you a good night's sleep. I want my clients to feel that they can approach me with any question or concern regarding their financial lives without feeling intimidated, pressured, bewildered or embarrassed."
FLEXIBLE SERVICES
Maureen can help you with:
Specific Questions
Broader Concerns
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I plan on retiring in 3 years. Can I do it?
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I AM retiring and making many decisions about my retirement accounts, social security and other benefits. I need some advice, but don't want to turn my accounts over to a money manager. I want to keep my options open.
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Are my investments properly allocated between stocks and bonds? What changes should I make, if any?
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Can I help my elderly parents ensure that their money is available to meet their needs and wishes?
Ongoing Support
Tax Preparation and Analysis
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I've been doing my own taxes for years, but things are starting to get complicated. Can you help?
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Should I convert some of my Traditional IRA money to a Roth IRA?
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I'm thinking about buying (or selling) this investment. Can you tell me what the tax consequences might be?
FEE ONLY means that Maureen is paid directly, and transparently, by you – the client. You also pay brokers, insurance companies and bank investment counselors for advice. Your costs are often embedded in the investment products you purchase. Sometimes these advisors receive higher pay based on the type of investment you select. If you work with Maureen, your costs are likely to be lower than working with a different type of financial professional.
More importantly
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you KNOW that her recommendations are based on what she believes is best for you (rather than the product that will give her the highest pay check)
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you KNOW how much you are spending for financial advice
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you CAN get advice on financial topics other than investments
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you CAN get advice no matter how much money you have.
Maureen has offices in Croton on Hudson in Westchester and Garden City in Long Island. (Appointments can be scheduled in other locations in the New York area, such as Tarrytown.)
If you would like to learn more, please contact Maureen at 1-800-775-8564 or click here to send her an e-mail.
