Welch Financial Planning, LLC is an independent financial services firm that builds open, honest, life-long relationships with our clients. We develop and implement financial strategies that are unique to your life and your goals. A customized financial plan provides a framework to help individuals, families, and small businesses achieve financial stability and success.
A partner who listens. We do our best work developing comprehensive strategies that combine client goals, tax strategies and investments. We are patient, caring, solid communicators with strong problem solving skills. We earn the trust of our clients who understand that their best interest is at the forefront of every decision. I am a fee-based planner which significantly reduces conflicts of interest and proves that clients come first. Integrity. Commitment. Kindness. Trust.
Integrity – Before taking any action, we ask ourselves if a better solution exists. We always place the client’s needs first.
Commitment – Tron has been a financial advisor since 2001 and he will continue until retirement. Tron says, “This is who I am and what I do.”
Kindness – In all things, consideration and compassion guide our decisions.
Trust – Clients must feel confident that we are honest, reliable and loyal.
A properly written financial plan should answer questions like: Am I saving enough for retirement? How much will higher education cost for my children? What can I do to reduce my tax liability?
Many clients at Welch Financial Planning, LLC have not enjoyed a relationship-based experience with their insurance agent, until now. Our independent Insurance Agent, Kristen DePaepe will always put your needs first. This is perfectly in-step with our independent financial services platform that places client needs over corporate structure.
Cambridge Investment Research, Inc. is an industry-leading independent broker-dealer that enables financial professionals to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies. We chose Cambridge as our independent broker-dealer so that we may offer our clients unbiased investment advice.