We want to be the financial planning company people turn to when they want to be confident they are getting financial advice that is in their best interest, through all phases of their life. Learn more about our services.
Comprehensive fee-only financial advisory services start with a comprehensive financial plan and the comprehensive advisory services continue throughout the engagement.
Wesling Financial is a comprehensive financial planning firm. Our mission as a fiduciary is to put the interests of our clients first and foremost. Typical clients are people who want to design, build, and live a meaningful life sustained by financial integrity.
Tim Wesling is a Certified Financial Planner™ and as such is held to the highest standards of client care in providing financial planning serviceswith more than 15 years of experience.
We are a fee-only financial planning firm, serving both retainer and hourly clients. For our retainer clients, we charge a flat annual fee for our services, wherein the value of their portfolio is only one consideration. The basis for the fee calculation is the complexity of the engagement. And, we strictly provide advice along with a high degree of personal attention throughout the engagement year. We also offer hourly consulting services for clients requiring help with specific financial questions or issues.
In addition to providing comprehensive financial planning services, Wesling Financial specializes in tax preparation and planning services for individuals, small businesses, trusts, estates, and non-profit organizations. Tax preparation may be provided as a standalone service, or integrated with our hourly or retainer-based financial planningservices. As an Enrolled Agent, Carol May is authorized to represent any taxpayer in front of the IRS on any tax matter.
We Are Fee-Only Planners in Alexandria, Virginia
We work with clients in all phases of their financial life. We can provide you with a check-up and financial plan for your current stage of lifeor provide ongoing wealth management services. As fiduciaries, we work solely for you and your best interests. Whether you are planning for retirement, saving for college, starting a business, concerned with tax implications, seeking divorce financial analysis with the goal of an equitable settlement, or seeking to manage your assets wisely over time, we are able to tailor our services to your particular situation. We offer a complimentary introductory session to discuss your needs, and to see if we can help.
If you are ready to work with an unbiased advocate for your sound future, contact the advisors at Wesling Financial Planning Services today.
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We want to be the financial planning company people turn to when they want to be confident they are getting financial advice that is in their best interest, through all phases of their life.Discover More
Get in touch today to discover how we can benefit your business.
Our Location: 6621 Wakefield Drive, Suite 113 Alexandria, VA 22307
Mailing Address: 107 S. West Street, PMB 747, Alexandria, VA 22314
Email: email@example.com firstname.lastname@example.org
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