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Well done good and faithful servant, Matthew 25:23

Our Mission

Wela is an Old English word that means prosperity. It is the origin of words we use today like wealth and well.

At Wela Financial, we help our clients pursue prosperity. Prosperity doesn’t just mean a big net worth statement. It encompasses a life plan and fulfillment of that plan. We believe that we all have been given many blessings by God. These blessings include our talents, families, assets, incomes, passions, relationships and time. It is our goal to help our clients steward and use all of these blessings wisely.

We fulfill this through an ongoing planning process. We elicit from you, our clients, your dreams, goals, and plans by listening and asking great questions. We then help you build and manage and ultimately impact your world by providing you with solutions and tools that fit you. Plans will eventually evolve and change as we journey through life and reach new chapters and have new callings. At one time, it might be “help me build financial security” and at another point in life it might be “help me pass this on to others”. We desire to be there with you every step of the way.

Our Process

1

Discovery

2

Design

3

Implementation

4

Monitor

Wela Services

Retirement Planning

Life Insurance

Long Term Care

Investments

Disability Insurance

Retiree Services

Business Planning

Charitable Giving

Full-Service Financial Planning

Contact Us to Get Started

Contact Us
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Wela Financial

Office: 708-586-7000
Toll-Free: 855-426-9352
Oakbrook (Main Office) 800 Enterprise Dr. Ste 100 Oak Brook, IL 60523
info@welafinancial.com