WESLING FINANCIAL PLANNING SERVICES CORP.
Wesling Financial Planning Services Corp. is a highly reputable and experienced financial planning company that has been operating for over 25 years. The company prides itself on its comprehensive and personalized approach to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Customized financial planning solutions tailored to individual needs and goals
- Expertise in all areas of financial planning including investments, retirement planning, tax planning, estate planning, and insurance
- Ongoing support and guidance to ensure client’s financial plan stays on track
- Commitment to transparency, educating clients, and providing exceptional customer service
Facts and Insights
Wesling Financial Planning Services Corp. has a wealth of experience and expertise in the financial planning industry. Below are some key insights and facts about the company.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 advisors | 25+ years |
These numbers speak to the company’s success and stability, as well as the trust and satisfaction of their clients.
Financial Services Offered
Wesling Financial Planning Services Corp. provides a wide range of financial services to meet the diverse needs of its clients. These include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance
The company’s team of advisors have extensive knowledge and experience in each of these areas, allowing them to create a holistic financial plan for their clients.
Client Types
Wesling Financial Planning Services Corp. works with clients from all backgrounds, but primarily focuses on high net worth individuals and families, as well as small business owners. The company also works with individuals and families who are just starting their financial planning journey.
Fees & Compensation
The fees for Wesling Financial Planning Services Corp.’s services vary depending on the complexity of the client’s financial situation. The company is committed to transparent communication about fees and will always discuss them upfront with potential clients. The team at Wesling Financial Planning Services Corp. operates on a fee-only basis, meaning they do not receive any commissions or compensation from third parties. This ensures that the company’s advice is always in the best interest of the client.
Background
Wesling Financial Planning Services Corp. was founded in 1995 by John Wesling, a highly experienced and knowledgeable financial advisor. Over the years, the company has grown to a team of 10 advisors with a collective experience of over 100 years in the industry. The company is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
In order to provide transparent information to clients, Wesling Financial Planning Services Corp. is required by law to disclose any potential conflicts of interest or disciplinary actions. As a registered investment advisor, the company is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. This eliminates any potential conflicts of interest and ensures that clients receive unbiased financial advice.