Ian Whelan, Financial Planner

at 10 Rowan Street, Terrace On The Square, Churchill Square, St. John's , A1B 4J9 Canada

1. Financial Planning

Helping people achieve their financial security goals and dreams.

Description

I believe helping individuals and businesses achieve their goals takes careful planning. Throughout our lifetime financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact a person's lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with my clients to create a financial security plan that addresses their concerns in four key areas: liquidity, retirement, living benefits, and financial security at death. The financial security plans we build together are tailored to each client's needs, their risk tolerance, and the goals they want to achieve in their life. The process I follow to build each financial security plan includes: • Gaining a clear understanding of my clients’ goals and dreams • Analyzing their situation and identifying gaps and obstacles • Building a plan to help them achieve their short- and long-term goals • Reviewing the plan regularly to help ensure it continues to meet their changing needs You only get one life; plan to make it the best one for you!

Company Rating

147 FB users likes Ian Whelan, Financial Planner, set it to 20 position in Likes Rating for St. John's, Newfoundland and Labrador in Bank/Financial Service category

Summary

Ian Whelan, Financial Planner is St. John's based place and this enity listed in Financial Planning category. Located at 10 Rowan Street, Terrace On The Square, Churchill Square NL A1B 4J9. Contact phone number of Ian Whelan, Financial Planner: (709) 764-9090