Mission:
Tim Wesling is a Certified Financial Planner™, an Accredited Investment Fiduciary®, a Certified Divorce Financial Analyst™, and a Registered Investment Advisor (see our ADV and Privacy Policy.) Tim holds a Virginia Life and Health Insurance Consultant’s license.
Carol May is an Enrolled Agent, a candidate for Certified Financial Planner™, and holds a Virginia Property and Casualty Insurance Consultant’s license.
The retainer-based part means clients are charged a flat fee for our services. Many other fee-only planners base their fees on a percentage of the value of the client's accounts they manage--in other words, the more money they watch for you, the more you pay.
While this may seem reasonable, it actually makes little sense at all for you. From another firms’ perspective, if you make more money following their advice, shouldn't they get more money? There are three fallacies with that logic. First, it takes little, if any, more time to set-up and manage a $2,000,000 account than it does to manage a $1,000,000 account.
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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703.768.7679We 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 MoreGet 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: info@weslingfinancial.com webmaster@weslingfinancial.com
Telephone: 703.768.7679