Welch Financial Consulting

About Us

At Welch Financial, we empower busy professionals and entrepreneurs to achieve financial success through tailored insurance solutions and financial planning. We believe in taking a holistic approach, considering your individual needs and aspirations to create a customized plan that protects your financial future and fosters wealth accumulation.

Our Mission

Our dedicated team works with clients to:

• Secure peace of mind by identifying potential risks and implementing appropriate insurance coverage.
• Manage and mitigate financial risks through strategic planning and investments.
• Build and safeguard wealth through tailored financial plans.
• Provide ongoing support and guidance throughout your financial journey.

Our Expertise

Our founder, Glenn Welch, is a seasoned professional, holding designations as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.), and Certified Health Specialist (CHS). With over 35 years of experience, Glenn has a proven track record of helping clients navigate complex financial situations and achieve their financial goals.

For Professionals and Entrepreneurs

• Comprehensive Insurance Planning: Customized plans addressing life insurance, critical illness, disability insurance, and long-term care insurance.
• Business Succession Planning: Strategies to ensure the smooth transition and continuity of your business in the event of unforeseen circumstances.
• Retirement Planning: Tailored solutions to maximize your retirement savings and investment portfolio.

For Families

• Financial Planning for Families: Implementing strategies to secure financial stability and protect loved ones in the event of financial hardship.
• Life Insurance Solutions: Ensuring adequate coverage to provide for your family in the event of your passing.
• Estate Planning: Comprehensive plans to ensure the proper distribution of wealth and assets upon your passing.

Our Approach

We believe in building strong, lasting relationships with our clients based on trust, open communication, and personalized solutions. We take the time to understand your unique needs, goals, and concerns to develop a customized plan that aligns with your financial aspirations.