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Our goal is to help families find financial peace of mind
TO and THRU retirement

Financial Planning
for you

Getting Started

Getting Started

Wela Strategies can help you decipher your 401(k) offerings, determine alternative tax advantaged retirement savings options, and set financial goals that are actionable and can be obtainable to your unique situation. Our team can provide you the knowledge and know-how to work towards your long-term financial goals.

Growing Your Wealth

Growing Your Wealth

For busy, career-oriented families, Wela Strategies helps streamline financial planning and investment management. We build and help monitor a financial game plan with you that considers your various savings and investment goals as well as a more complex timeline.

Nearing Retirement

Nearing Retirement

As you near retirement, Wela Strategies can help you find the gap between what you have already saved and invested, and what you will need from a cashflow perspective upon entering retirement. Together, we work to develop a plan that best fits your goals.

Enjoying Retirement

Enjoying Retirement

The transition into retirement can be intimidating. Stepping away from a paycheck to instead rely on the income generated by your savings and investments can feel challenging. At Wela Strategies our dedicated advisors take on the task of managing your investment portfolio and assisting with distributions so you can focus on the parts of retirement that actually motivated you to leave the workforce.

Getting Started

Getting Started

Wela Strategies can help you decipher your 401(k) offerings, determine alternative tax advantaged retirement savings options, and set financial goals that are actionable and can be obtainable to your unique situation. Our team can provide you the knowledge and know-how to work towards your long-term financial goals.

Growing Your Wealth

Growing Your Wealth

For busy, career-oriented families, Wela Strategies helps streamline financial planning and investment management. We build and help monitor a financial game plan with you that considers your various savings and investment goals as well as a more complex timeline.

Nearing Retirement

Nearing Retirement

As you near retirement, Wela Strategies can help you find the gap between what you have already saved and invested, and what you will need from a cashflow perspective upon entering retirement. Together, we work to develop a plan that best fits your goals.

Enjoying Retirement

Enjoying Retirement

The transition into retirement can be intimidating. Stepping away from a paycheck to instead rely on the income generated by your savings and investments can feel challenging. At Wela Strategies our dedicated advisors take on the task of managing your investment portfolio and assisting with distributions so you can focus on the parts of retirement that actually motivated you to leave the workforce.

Our Philosophy

Personal finance is just that. Personal. At Wela Strategies we take a “person first” approach in our relationships. Our advisors work one-on-one with you to understand your financial goals and needs. Our team works together to ensure that your experience is tailored to you and your family.

At Wela Strategies we want to help people work towards their financial goals whether you are just beginning your investment journey or are getting ready to enjoy retirement. We strive to help you meet your financial goals that are unique to your situation.

Key Rules of Thumb

Financial Tools That Our Advisors Often Use To Help Our Clients Work Towards Their Financial Goals.

communication strategies for financial advisors

The Bucket System

All the money you invest will fall into one of four asset groups, or “buckets,” that work together to move you towards your goals.

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Rich Ratio

A straightforward way to measure the amount of money you have in relation to the amount of money you need. Have/Need = Rich Ratio

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The 4% Rule

When you retire, the goal is to stay within a 4% distribution rate on your account every year to enable you to live off of the income generated in the portfolio without drawing down the portfolio.

Retirement Timeline

Visualize your retirement using comprehensive, color-coded timeline. Draw out a one-page timeline with important dates, income streams, and financial life events.

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