CONNECT

Address:

999 Fourier Drive, Suite 100.
Madison, WI 53717

Phone:

608-841-1043

Our Services

We believe that many clients' number one fear in retirement may be running out of money. Having a retirement road map may help you on your path to your retirement goals.

Welshire Wealth Advisors listen to you and can help you design a plan to help you with your retirement goals. Our experienced Wealth Advisors can help you design strategies intended  to keep together what you've worked so hard to put together. We strive to know what your expectations are for us, and we also want you to know what our expectations are for you. We want to know what's really important to you and put a plan together that may help you accomplish your goals for the reasons that are important to you.

 

OUR SERVICES INCLUDE

  1. Financial Planning for Physicians and Surgeons: Helping you design and implement a values-based retirement plan
  2. Retirement Planning - Helping you get on track and stay on track.  Exploring how to meet your retirement goals
  3. Executive Compensation (Tax-Deductible Plans): Helping you recruit, reward, retain and retire key employees
  4. Executive Financial Planning: Helping you build a clear picture of your financial needs
  5. 401 (k) Plans: Helping your company with it's retirement needs
  6. Informal Business Valuation Services: Helping you transition on your terms
  7. Key Person Insurance Review: Helping you implement a strategy designed to meet your needs
  8. Retirement Income Analysis: Helping you plan to make your money meet your needs.
  9. Estate Planning: coordinating your assets with trusts and other legal documents drafted by your attorney
  10. Insurance Review: with strategies to help you keep together what you've worked so hard to put together
  11. Social Security Study: Looking at what age may be most appropriate for you to start taking your Social Security benefits
  12. Investment Tax Planning: working with your accountant or CPA to ensure your investments are aligned with your tax planning objectives
  13. Philanthropy Consulting: helping you build true wealth by exploring charitable estate planning strategies and techniques

Our Value Proposition

  1. Welshire Retirement Planning – working to help you retire with confidence and purpose
  2. Welshire Investment Strategies — we guide and help you decide
  3. Welshire Services—serving you the way we want to be served

Welshire's, Client Bill Of Rights

  • Clients have the right to be served the way YOU want to be served
  • Clients have the right to  proactive service
  • Clients have the right to abundant communication and education
  • Clients have the right to get a person on the phone when they call, not a recording
  • Clients deserve to have their phone calls and emails returned promptly, thoroughly, and accurately
  • Clients are in charge of their retirement and deserve help to make informed choices with their money
  • Clients should have their needs and wishes addressed with genuine care

You deserve answers to these questions

  1. Could I run out of money in retirement?
  2. Do I have enough money to meet my goals?
  3. Am I on track? 
  • We understand that you are in control of your financial future, and we are happy to help you create a plan for your retirement. 
  • You want us to be proactive advisors that genuinally care about you and your wishes and desires. 
  • You want financial education and the power to decide. You want to be a client for life.