We serve entrepreneurs, engineers, real estate investors, artists, high-level managers and disciplined savers who are busy developing businesses, raising kids, building their wealth and preparing to retire. We fondly refer to them as grateful high net worth investors: they understand the value of due diligence and informed decisions.
Many of our clients started with their first paycheck, then continually built their wealth through consistent saving, business opportunities, local real estate investments, tax strategy and inheritance. Our clients maintain control of their finances. We nourish control through structure, education and in-depth discussions tailored to your individual situation.
Many of our clients started with their first paycheck, then continually built their wealth through consistent saving, business opportunities, local real estate investments, tax strategy and inheritance. Our clients maintain control of their finances. We nourish control through structure, education and in-depth discussions tailored to your individual situation.
Services
The Team
Report
Tron Welch, AIF(R), MBA, CFP(R) is the founder of Welch Financial Planning, LLC. He is a Certified Financial Planner and has achieved the designation of Accredited Investment Fiduciary(R). The CFP(R) and AIF(R) are two designations which reflect Mr. Welch's experience as well as his commitment to continuing education and fiduciary ethics.
Complexity Simplified
Report
When investing in a business or real estate, does it fit your situation to pay cash or leverage your assets?. We answer your questions in the context of your entire financial situation, incorporating portfolio management, tax structures, real estate investments, estate concerns, leverage options and liability into your plan.
Tax Liability Managed
Report
Tax strategy is at the forefront of any decision we help our clients make. As tax laws change, we evaluate the impact on client's individual situations, then adjust their strategy accordingly. Our financial planning process continually takes into account your long and short-term tax liabilities. Whether accumulating wealth in retirement or sending a child to school, we have a tax strategy to lower the overall cost.
A Consistent Process
Report
We enjoy meeting with potential clients to discuss our services either in person or via videoconferencing. We offer, free of charge, a time to learn more about you, your family and your financial needs. The goal of the initial consultation is to take some time to get to know each other. Sometimes this takes a few meetings as we are in no rush and there will be no pressure.
Insurance
Report
Our clients often have multiple insurance needs involving home, auto, rental property, umbrella, business insurance, life insurance, etc. They see insurance as a way to protect family assets and here they have an agent that provides service and value. Our independent insurance agent, Brad Christian, represents multiple agencies, providing the opportunity to find the best coverage to protect you, your family and your assets.
Reviews
Be the first to review Welch Financial Planning.
Write a Review
