Help Unlock financial prosperity

At Welsh Financial, we prioritize your financial well-being, offering sound advice and personalized financial solutions designed to optimize your wealth distribution. Explore our comprehensive, strategic finance solutions.

SERVING CLIENTS AND COMMUNITY FOR OVER 39 YEARS

Wealth Distribution

Helping build greater trust and connection

How we bring the Welsh advantage

• Match you with a manager

• Discuss business life insurance, insurance, stocks, and bonds

• Keep your assets balanced (including long-term assets)

• Help you understand how certain assets, finances, etc. will get taxed

Maximize the potential of your business and personal ventures –
Choose Welsh Financial

our EXPERTISE

areas of focus

Strategic Tax Planning & Consulting

Succession Planning

Business Planning

Estate & Legacy Planning

Investment Strategy & Asset Allocation

Guided Philanthropy

Family Wealth Management

Holistic Review

Qualified Retirement Plans

Financial Decision Consulting

Want to protect & build
your wealth?

Book a free assessment of your business or personal needs.

Contact Us

Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.

Check the background of these investment professionals on FINRA’s BrokerCheck.

Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 100 South Fifth Street, Suite 2300, Minneapolis, MN 55402. (402) 385-2449. Welsh Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

CRN202707-6143571

414 Main St.
Pender, NE 68047