Retirement & Estate Planning

Get a customized plan so you can better enjoy retirement

 

Your Path to Peace in Retirement

1) Schedule a Conversation

Whether you’d like to meet at one of our offices, over the phone, or through a video call, your first step is to schedule a casual conversation where we get to know more about you.

2) We Create a Customized Plan

Your needs and goals are unique, and we believe your financial plan should be as well. Your Welshire Wealth Advisor will create a customized plan that helps you meet your goals.

3) You'll Have Peace in Retirement

You’ve worked hard to get to where you are. Confusion about finances can make your retirement stressful. We believe your finances should be a source of peace, not confusion.

Are you confident about your retirement?

At Welshire, we know you want to have peace in retirement. In order to do that, you need a customized plan for your income and assets. The problem is, you don’t know who to trust and you’re left feeling confused.

We believe your finances should be a source of peace, not confusion.

It’s going to be okay! We know finding a financial advisor is complicated, but since 1984, we’ve helped hundreds of people retire more peacefully, and we’d love to help you, too.

Here’s how it works: 1) Schedule a conversation, 2) We’ll create a customized plan, and 3) Have peace in retirement. It’s really that simple. We promise to listen to your needs, work hard for you and your money, and be available to you and your family.

Schedule a conversation with us, so you can avoid feeling stressed and confused about your money, and instead, enjoy your retirement, have a plan and team you can trust, and feel prepared and confident.

We’ve Got You Covered

700+

 families retiring with more confidence and peace of mind

100+

companies helped with 401(k) plans, business transition or succession

$7B

of assets under management for Valmark Advisers

Imagine the retirement you’ve always wanted. At Welshire, we want to help make that dream a reality.

Services For Your Unique Needs

R

Financial Planning

R

Key Person Insurance Review

R

Insurance Review

R

Philanthropy Consulting

R

Retirement Planning

R

401k Plans

R

Retirement Income Analysis

R

Social Security Study

R

Executive Compensation

R

Business Valuation

R

Estate Planning

R

Investment Tax Planning

We Look Forward to Getting to Know You Better

Madison

999 Fourier Drive – Suite 100
Madison, WI 53717
Phone (608) 841-1043

La Crosse Area

1113 Riders Club Rd
Onalaska, WI 54650
Phone (608) 783-0003

Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Welshire Capital, LLC  and Welshire Advisors are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Third party posts do not reflect the views of ValMark Securities or Welshire Capital or Welshire Advisors and have not been approved prior to posting.

X