Our Services

How We Can Help You

The financial decisions you make today lay the foundation for a successful lifetime and legacy. As your dedicated personal advisor, we assist you in managing your investments, insurance coverage, and other important factors that contribute to your overall financial well-being.

How We Can Help You

The financial decisions you make today lay the foundation for a successful lifetime and legacy. As your dedicated personal advisor, we assist you in managing your investments, insurance coverage, and other important factors that contribute to your overall financial well-being.

Financial
Planning
Risk
Management
Investment
Management
Retirement
PLanning

Financial Planning

We provide professional financial advice that is tailored specifically to your needs. At Wholehan Wealth, we take a holistic approach and use a comprehensive methodology to understand your goals and objectives. We can create a fully individualized plan and recommend suitable financial solutions to suit your individual needs. We utilize eMoney software. 

Cash Flow Management

Insurance

Tax Planning

Retirement

Risk Management

Risk management is based on an individual’s risk tolerance and how much risk you are willing to take when investing. We use RiskAlyze which is a professional and comprehensive financial software that pinpoints an investor’s risk tolerance and can assist in building a portfolio that strives to contain just the right amount of risk.

Risk Analysis

Investment Management

After we determine your risk tolerance, we then offer suggestions for the investment of your money.  These include but are not limited to: managed money accounts, annuities, mutual funds, ETFs, REITs.

Alternatives

Retirement Planning

Even if retirement is still many years down the road, it is never too early to start planning. We can help you understand your needs and create a retirement plan for whatever lifestyle you may desire during your golden years.

Traditional & Roths IRAs

401K Review

Social Security

Income Strategies

Insurance Planning

Insurance is an important part of financial planning because it can be used for you and your loved ones with the costs associated with accidents, disability, illness and death.

Life Insurance

Disability Insurance

Long-Term Care Insurance