Frequently Asked Questions
Cultivate financial clarity with Welsh Financial, and start your journey towards financial empowerment today.
Why should I choose Welsh Financial as the first step on my financial journey?
Welsh Financial promises to provide our clients with a personalized experience using our vast network of resources to achieve financial success in both their work and personal lives.
Is Welsh Financial a fiduciary?
Welsh Financial operates under a fiduciary standard of care.
Can you help me if I don’t live in Nebraska?
Refer to our Broker Check to see the states in which we are licensed to conduct business. If your state is not listed, please contact us.
Does Welsh Financial require a minimum amount of assets or investments to participate in its services?
No, every situation is different, and Welsh Financial is prepared to help you in whatever stage you are in.
Is there a cost for our opening interview or first meeting?
Welsh Financial encourages prospective clients to take advantage of our no cost initial consultation meeting. We do charge a fee for a financial planning session.
Do your services extend beyond investments?
Yes, Welsh Financial also offers fee-based, holistic financial planning for you, your family, and your business.
Do you prepare taxes?
No, although Welsh Financial does not prepare taxes, we do work side by side with your tax professional to help find opportunities within your tax planning.
Do you sell insurance?
Yes, protection products are a key component of our process.
Can we meet at your office or virtually?
Welsh Financial is available to meet on location or virtually.
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