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  • Whelan Financial Planning

    • Finance & Insurance
    50 Hudson Ave, 2nd Floor
    Peekskill, NY 10566
    (800) 775-8564
    By Appointment
    • About

      Whelan Financial Planning, an independent fee only financial planning firm, guides you through the choices you have to make as you approach retirement. Do I have enough? What should I do with my 401(k) or 403(b)? When should I start Social Security benefits? How should I investment my money? Is there anything I can do to reduce my taxes?

      These are the types of questions Maureen Whelan, CFP®, at Whelan Financial Planning, can help you answer.