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
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.
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.