Full-Service Financial Planning 2

Full-Service Financial Planning

Whether you’re planning for college, retirement, or a new business venture, Wela Financial, is ready to help. With a broad range of products and services, we offer sound, custom services for all your financial planning needs.

Items We Address

Financial Planning

Personal and creative custom services including investing, insurance, annuities, IRAs, retirement, life-style changes, giving, and education.

Business Planning

All aspects of business planning from insurance to buy-sell agreements, and much more.

Retirement Planning

Effective planning and creative services for this important stage of life.

Special Needs Planning

Various services of all types including options for retirees, plans for financing and saving for education and general and specific future purchase needs.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

*Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. (Supervisory Office 30 S Wacker Dr STE 2700, Chicago, IL 60606. Phone: 312-347-1660.) Wela Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Wela Financial is authorized to conduct life insurance and securities business in Illinois and may be licensed in other states. Wela Financial cannot conduct life insurance or securities business in states in which we are not licensed.

This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Guarantees are subject to the claims paying ability of the issuing insurance company.

Wela Financial is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency.

Investing involves risk which includes potential loss of principal.

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