Why Welshire Advisors

In the Market Today, Customers are in the Throes of Chaos and Change

 

Taxes are on the rise, the US National Debt continues to climb, the stock market is volatile, people are living longer, complexity in business and estate planning continues; all while working your day-to-day job and taking care of your family. Many people don’t plan to fail, they fail to plan. Not having a plan is the barrier between someone achieving their financial and personal goals: retirement, charitable giving, leaving money for the next generation. It costs something to do something, and it costs something to do nothing. Quite often doing nothing costs much more.

We Help You Keep Together What You Worked so Hard to Put Together

 

Imagine if you could have your own personal CFO guiding you through these challenges and coordinating the different experts you have at your disposal. Nationally we bridge our relationships through technology to deliver scale and deep expertise with our team of CFA’s and CFP’s to build an end to end plan that meets your unique needs across insurance, securities, and social capital.

Welshire Advisors is a Member Firm of Valmark Financial Group

Valmark is a distinguished, 59-year-old, invitation-only group of 110+ independently-owned wealth and insurance advisory firms. As a collective group, Valmark Member Firms have over $50 billion of life insurance in force and an estimated $6 billion of assets under management, with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark.

This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence

CONTACT US:

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

601 Carlson Parkway, Suite 1050
Minnetonka, MN 55305
Phone: 1-800-TAX-PLAN

1113 Riders Club Road
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