How is Whalen Financial Planning Different?
I am a fee-only financial planner, which means I do not receive commissions. I am paid by clients not insurance companies and brokerage firms.
I am a fiduciary (not all financial advisors are) and therefore I am required by law to serve the best interest of my clients.
I have held the CFP® (Certified Financial Planner) designation since 2005.
Trusts & Inheritance
I developed my knowledge of trusts and inheritance while serving as a trust administrator for a national trust company and earning the CTFA (Certified Trust and Fiduciary Advisor) designation.
Please know that you do not need to justify past decisions to me. My job is to look at what can be done now and in the future to promote security and prosperity.