Financial Planning

Welch Financial Planning, LLC is an independent financial services firm based in Boulder, Colorado that builds open, honest, life-long relationships with our clients. We develop and implement comprehensive financial planning and retirement planning that includes client goals, tax strategies, insurance and investments. Our customized approach provides a framework, based on six key components, that helps individuals, families, and small businesses achieve financial success. 

A robust Financial Plan has six components: 

  • Current Position
    • An evaluation of current assets, compensation packages and savings vehicles
  • Life Goals
    • Pursuit of interests
    • Travel
    • Education for your children or grandchildren
    • Entrepreneurial pursuits
  • Retirement Planning
    • What will your sources of income be in retirement?
    • How will these sources interact to provide financial stability for your future?
  • Investment Portfolio
    • Does your investment portfolio match your risk tolerance and support your goals?
  • Tax Planning
    • How will current tax laws impact your income and retirement?
  • Risk Management
    • We help you diversify your investments and income sources to help you minimize risk in an economic downtown

A solid financial advisor incorporates these components into an ongoing conversation about your financial situation.

Welch Financial Planning, LLC maintains a small client base in order to provide the time necessary to help clients with their evolving financial concerns including: 

    • Higher Education: Choosing a college that aligns with your budget and supports your childs’ goals and dreams.
    • Health Care: How to plan for future health care costs.
    • Tax Planning: How will the new tax plan affect your liability over time?
    • Large Purchases: How can you enjoy your money now without jeopardizing your financial future?
    • Real Estate: When is it wise to consider rental property?  When is a vacation home an appropriate purchase?
    • Retirement withdrawal: How much can I withdraw from various savings vehicles and when?