Business Details
20 Years
experience
Your Trusted Partner for Financial Planning Solutions
Whelan Financial Plan has been providing customized financial advice for over a decade, helping clients navigate complex financial decisions with clarity and confidence. As an independent, fee-only firm, we prioritize personalized service, ensuring every recommendation aligns with your unique values and long-term goals. Our founder, Maureen Whelan, brings nearly 20 years of experience from Wall Street and independent advisory roles, combining institutional expertise with a client-first approach. We specialize in retirement planning, investment management, and tax preparation, adhering to a fiduciary standard that guarantees advice in your best interest. Our commitment to transparency is reflected in our fee structure, which eliminates conflicts of interest by avoiding product sales. With a focus on simplifying financial complexity, we empower clients to make informed decisions that secure their financial future.Our services are tailored to individuals seeking reassurance in transitioning to retirement, supported by a process that emphasizes education, adaptability to changing tax laws, and meticulous attention to detail. Located in Northern Westchester, we serve clients across Putnam County, Duchess County, and Western Long Island, offering both in-person and virtual consultations. Our affiliations with NAPFA and the Financial Planning Association underscore our dedication to industry excellence and ethical standards. While we currently pause new client intake to maintain service quality, our legacy of helping hundreds achieve financial peace of mind remains central to our mission.
Services
Retirement Planning
Investment Management
Tax Preparation
Financial Guidance
Wealth Management
Details
- Year established: 2006
Highlights and features
- We offer personalized financial planning rooted in over 20 years of industry experience.
- Our fee-only structure eliminates conflicts of interest, ensuring unbiased advice.
- We adhere to a fiduciary standard, legally obligated to act in your best interest.
- Our services integrate tax law expertise to optimize long-term financial strategies.
- We provide comprehensive retirement planning tailored to individual risk tolerance and goals.
Associations and certifications
- CERTIFIED FINANCIAL PLANNER (CFP)
- National Association of Personal Financial Advisers (NAPFA)
- Registered Investment Adviser (RIA)
Services
Retirement Review
A comprehensive one-time financial evaluation analyzing current status and future retirement goals. We create customized plans addressing investment strategies, tax implications, and risk management. Our process empowers informed decisions about ongoing advisory relationships while ensuring alignment with individual financial objectives and lifestyle aspirations.
Investment Management
Ongoing monitoring of retirement portfolios with regular performance assessments and tax law updates. We implement strategic adjustments to maintain appropriate risk levels while optimizing returns. Our service includes detailed reporting and proactive management of investment vehicles to support long-term financial security and retirement goals.
Tax Preparation
Professional tax filing assistance integrating broader financial planning considerations. We prepare federal and state returns with a focus on minimizing liabilities through strategic deductions and credits. Our expertise ensures compliance while aligning tax strategies with overall retirement and investment objectives for holistic financial health.
People
Maureen Whelan
Financial Advisor
Maureen Whelan, CFP, founded Whelan Financial Plan in 2006 after 20 years at Wall Street firms. She holds degrees from NYU and adheres to fiduciary standards as a Registered Investment Adviser. Her expertise spans retirement planning, tax strategies, and investment management.
Questions
What services does Whelan Financial Planning offer?
We specialize in retirement planning, investment management, and tax preparation, all tailored to individual financial goals and retirement timelines.
Are you currently accepting new clients?
Due to current commitments, we are temporarily pausing new client intake to maintain service quality for existing clients.
What makes your firm different from other advisors?
As a fee-only fiduciary, we avoid product sales conflicts and focus solely on personalized advice aligned with your best interests.
Do you work with clients outside Northern Westchester?
We serve clients across Putnam County, Duchess County, and Western Long Island through virtual and in-person consultations.
How are your fees structured?
We offer transparent pricing with a $2,500 minimum for retirement reviews and $300 minimum for tax preparation services.
What qualifications do you hold?
We are a Registered Investment Adviser with CFP certification and affiliations with NAPFA and the Financial Planning Association.
