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  • Whelan Financial Planning

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    Finance & InsuranceWoman Owned Business

    About Us

    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.