You reached this page from our confirmation email or text after scheduling your No-Cost Retirement Planning Consultation. Feel free to download and review the guides below before we speak. These materials are purely educational and not personalized advice. (Important disclosures at the bottom.)
A professional-grade checklist—built to help you assess a financial advisor like an experienced evaluator. Use it to examine compensation structures, objectivity, and service standards with clarity and confidence.
Download PDFEssential insights to help you vet a financial adviser’s credentials, compensation model, and fiduciary duty—so you can potentially make a more informed, confident choice.
Download PDFOverview of our team-based approach to financial planning, where tax, legal, and investment disciplines are integrated to support your goals†
Download PDFA candid, behind-the-scenes look at common industry practices that can conflict with your goals—and how to recognize them before they potentially impact your future.
Download PDFA practical briefing on common missteps we’ve seen in the field—plus key questions and strategies that may help protect your retirement from avoidable risk.
Download PDFNeed assistance before the meeting? Email info@whalenfinancial.com or call (866) 600-3030 to speak with a Client Relations Associate.