Financial planner Wheeler Financial Solutions 535 Wellington Way STE 240, Lexington, KY 40503
Wheeler Financial Solutions, located at 535 Wellington Way STE 240 in Lexington, KY, specializes in providing comprehensive financial planning services tailored to meet your unique financial goals. Our experienced team offers personalized strategies to help you navigate investments, retirement planning, and wealth management. To learn more about how we can assist you in achieving financial success, please feel free to call us at (859) 219-2400 or visit our website at www.wheelerfinancial.net.
Our Services
At Wheeler Financial Solutions, we offer a variety of financial services including:
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Wealth Management
- Tax Planning
How Engagements Work
When you engage with us, we'll start with an initial consultation to understand your financial situation and goals. This is an opportunity for you to ask questions and for us to outline how we can help you. Please bring any relevant financial documents, such as income statements, tax returns, and retirement account information, to this meeting.
What to Expect at Your Consultation
During your consultation, you can expect a friendly and thorough discussion about your financial objectives. Our team will assess your current financial standing and recommend strategies tailored to your needs.
Visit Us
For directions to our office, click here.
Frequently Asked Questions
- What is financial planning?Financial planning involves creating strategies to manage your financial resources and achieve your long-term goals.
- How often should I meet with my financial planner?It’s recommended to meet at least annually, but more frequent meetings may be beneficial based on your circumstances.
- What documents should I bring to my first meeting?Bring your income statements, tax returns, investment accounts, and any other financial documents relevant to your situation.
- Are your services fee-only or commission-based?We are a fee-only financial planning firm, meaning we charge based on the services provided and do not earn commissions from selling products.
- Can you help with retirement planning?Yes, we specialize in retirement planning and can help you create a comprehensive strategy for your retirement savings and income.
- Do you offer investment management services?Yes, we provide investment management services tailored to your risk tolerance and financial goals.
- How do you determine my financial needs?We assess your current financial situation, discuss your goals, and develop a customized plan based on our findings.
- What is your approach to tax planning?Our approach to tax planning involves strategies that minimize your tax liability while helping you achieve your financial goals.
Informational only — not legal, financial, or insurance advice.
Financial planner Wheeler Financial Solutions
535 Wellington Way STE 240, Lexington, KY 40503
(859) 219-2400
https://www.wheelerfinancial.net/
Rating 5.0 of 2 reviews
Directions
Others Nearby
CPA Financial Advisor in Lexington Kentucky
