About My Practice
We offer comprehensive personal financial planning services as well as event specific financial planning. The comprehensive financial planning includes an analysis of the client's goals, investment, retirement, investment, insurance, estate and tax situation.
We also offer business financial and tax planning including succession planning. Our fees are based upon a set fee based upon the number of hours that the analysis requires. We receive no commissions or referrals from any broker, insurance or other entities.
Welsh Financial & Accounting Services, LLC offers financial and accounting services to businesses and the general public. We specialize in working with small to medium businesses when it comes to business financial and tax planning.
When it comes to personal financial planning, we offer a comprehensive plan or an analysis based upon a specific need. We work with you to set up and implement a plan that will meet your needs and goals. Our fees are a set amount and we do not receive commissions or referral fees from brokers, insurance or other entities. Many financial planners sell financial products or offer a service called assets under management where up to 1 or 2 percent of the client's assets is collected as fees on a yearly basis. We believe that is a disservice to the public and they are better off paying a set fee.
Our goal is to help you achieve your financial goals in a timely and cost efficient manner where you the client are in control of your finances with the help and advice from our firm.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Considerations: Compensation is either a hourly fee or a fee for a comprehensive financial plan.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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