Worry Less and Enjoy Life More. 

If you are like most people, you worry about your financial future. We can help. 

Worrying about finances impacts your life and your relationships. As your trusted advisor, we will help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Welikey Financial Planning offers holistic financial advice — as all the pieces of your financial life are related and decisions about one area often affect the others. We carefully examine how you want to lead your life and create a financial plan that supports your goals. Together, we will develop personalized financial solutions that address present as well as future needs.

Helping you see the big picture, all aspects of your financial concerns are covered — retirement, investment strategies, tax and estate planning, insurance and more. We work directly with you, providing easy-to-understand recommendations and, most importantly, help you implement them every step of the way. As your circumstances change, we’ll make sure your plan changes with you.

Welikey Financial Planning is a Registered Investment Advisor located in Smithtown, New York. We are committed to providing independent fee-only financial planning and investment advice. Our fee-only approach avoids conflicts of interest and embraces our responsibility as a fiduciary keeping client needs first. We sell no products and receive no commissions. Instead, you pay a fixed fee for objective, personal advice on how to achieve your financial goals. This annual fee covers all of our meetings and allows you to contact us whenever you have questions.

Contact us to schedule a no-cost, no obligation initial consultation. We are committed to helping you build a secure and independent financial future enabling you to enjoy life more fully.

Privacy Statement & Legal Terms

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

Copyright © Welikey Financial Planning, LLC.  All domestic and international rights reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format, electronic, print, et al., without written consent.

Scott Welikey, CPA, CFP®

Contact Us

“Financial planning is more than just investment returns. Providing you with the peace of mind to fully enjoy life is always our ultimate goal.”
 

Welikey Financial Planning, LLC
195 East Main Street
Smithtown, NY 11787
631-780-5469

Welikey Financial Planning E-mail