Walen Financial Group, LLC provides you with an opportunity to effectively achieve your financial goals.
The mission of Walen Financial Group, LLC is clear. We provide you with an opportunity to effectively achieve your financial goals.
About Us
Our mission at Walen Financial Group, LLC is to help people find their true purpose for money and to reach their financial goals through investing. Our 47 years of experience has shown there’s no fast and easy solution when it comes to investing. That’s where we come in. We are ready to coach and educate you so that you can achieve your financial goals. Our system is effective and time-tested:
- We educate our clients about investing do’s and don’ts. We take the mystery out of various investment strategies and we uncover existing investment myths you should avoid.
- Our systematic approach to wealth building is constructed on research-based financial and behavioral science; it isn't dependent on self-proclaimed experts with unusual powers or divine abilities.
- We know investment success is not a matter of luck, it’s a matter of understanding what you are doing. Our coaching is designed to educate clients how to manage not only their investments, but their emotions about investing as well.
- Best of all, our system wasn't devised for the super-rich, it works for everyone. Our investment philosophy has helped many people change their financial futures forever.
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An educated investor is a better investor.
Walen Financial Group, LLC coaches investors in the area of free-market investing. Walen Financial Group, LLC provides educational workshops along with newsletters and other literature designed to increase your knowledge and keep you informed about financial markets.
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2Free-markets are efficient.
Free-Market Portfolio Theory is the basis for the management of client investment portfolios. We will refrain from making investment recommendations that involve variations of stock picking, market timing or any reliance upon past performance as a future guide.
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3Our clients' success is our goal.
It’s a given that our business is dependent on our clients. However, we look at our clients as more than business opportunities. We truly care about each person and their unique situation. Our main goal is to help each individual/family achieve their dreams and goals. Walen Financial Group’s, LLC mode of operandi is the Golden Rule: Treat others as you wish to be treated.
Agile Investing: Strategies for Growing Your Wealth
The field of investing is quite large, and there is an almost infinite number of things to learn. That’s okay. You don’t need to learn everything there is to know to become a successful, profitable investor. Real-life experience shows that anyone can gain positive financial benefits just by learning the BASICS of investing. No matter if you are sixteen or sixty, knowing the fundamentals will put you well ahead of your peers in terms of financial literacy and ultimately financial success.
This book will give you the basic knowledge you need. It can serve as your main informational primer giving you a broad overview of investing facts, the risks involved, and the science behind successful investing. So relax, open your mind and prepare to take the steps to become an agile investor.
Services
We offer the following services:
Investment advice
We will research different investment options and make sure your investment portfolio stays within your desired level of risk.
Retirement planning
We will help you set goals for your retirement and coach you to stay focused and on track so that you succeed in reaching them.
Tax planning
We will strategize ways to legally decrease the amount of taxes you pay, for example, by large charitable donations or tax-loss harvesting.
Debt management
If you have outstanding debts, like credit card debt, student loans, car loans, or mortgages, we will work with you to chart a plan for repayment.
NEED HELP GROWING YOUR MONEY?
Walen Financial Group, LLC is here to help you make better financial decisions. The investing models we employ are rooted in economic theory developed by Nobel Prize winning researchers and leading economists. You don’t have to dive deep into that theory to make successful investments, all you need is qualified coaching and expert advice, so you can develop a successful investing strategy yourself. We are here to help you transform your experience with money and achieve true peace of mind.
Recent Blog Posts
Gain valuable insights on current investing/saving topics and issues from our blog posts
