Financial Planning

Life-Integrated Financial Planning...
...Helping You Fit the Pieces Together

You likely have several financial planning pieces in place—you pay taxes, invest at least a portion of your savings, have some insurance, and maybe you have done some estate and retirement planning—but chances are each of these pieces was developed independently and at different times in your life. These separate pieces of financial planning are probably not working to their full collective potential.

Welikey Financial Planning works on the principal that to be effective, financial planning efforts must be coordinated to work together. Each piece of the financial plan needs to accomplish its own specific tasks as well as support the tasks of each other piece. We call this life-integrated financial planning, and we are experts at it. We look at your entire financial picture and help you fit the pieces together properly.

As part of our comprehensive approach, we will discuss:

• What does your ideal life look like? Who and what is the money for? Retirement? College funding? New house or business? Travel? Knowing the answers to these financial planning questions helps us make sure you’re on the proper path to reach your desired destination.  
• Where does your money go each month? We will look at your spending patterns and how they support or detract from your goals.
• Are you and your assets adequately and properly insured? We will evaluate your existing policies and provide recommendations for coverage suitable to your situation. We don’t sell insurance so you benefit from our objective review.
• Will you be able to retire with the lifestyle you want? We will develop a plan to get you there and advise you on claiming decisions related to Social Security.
• Are you funding your child’s education at the expense of your future? We will analyze your education funding needs and explore the most effective options available to help you save for college costs. 
• Who is determining the plan providing for your heirs—you or the state? We will identify the important issues you will need to consider and nudge you (nicely) to put missing pieces of your estate plan in place.  

Contact us today. We want to liberate you from the complexity of finances so you can live prosperously and enjoy the journey.

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