MEnu of Services
Service That Puts You at the Center
At Wackelin Financial, we are committed to providing proactive service to all our clients. Whether interacting directly with them or behind the scenes, our focus is always on you.
Comprehensive Wealth Management Services
We offer our clients a comprehensive menu of wealth management services that includes:
Comprehensive Financial Services for Life and Work
Whether you’re planning for your family’s future or managing the financial needs of your business, we provide tailored strategies to help you grow, protect, and achieve your goals.
Individual & Family Services
Whether you’re planning for retirement, saving for education, or simply building a more secure financial future, we provide strategies tailored to your unique goals and family needs.
Business Services
From retirement plans to employee benefits and succession strategies, we help business owners create financial solutions that strengthen their companies and support their employees.
Aligned with Your Goals, Not Just Your Assets
We base our compensation primarily on a percentage of assets under management. However, a fee-based compensation structure may not always be appropriate for a client’s particular situation. In those cases, we charge a commission when administering those services.
Depending on your needs, we will develop, present, and where appropriate, implement a financial plan to help you achieve your goals. We base our fees on the nature and complexity of the plan.