Broker Check

Products and Services

At Robert Whelan Financial Service, I provide assistance in the following areas:

Financial Services

  • Wealth Distribution Strategies
  • Wealth Transfer Strategies
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Charitable Planning
  • Early Retirement Strategies
  • Trust Plannig
  • Education Planning
  • Employee  Stock Option Strategies
  •  529 Plans*

Business Planning

  • Business Continuity Strategies
  • Buy-Sell  Funding
  • Pension Plans*
  • 401k Plans*
  • Disability Buy-Out Protection
  • Deferred Compensation Plans
  • Key Man Protection
  • Employee Stock Ownership Plans (ESOP)

Investments*

  • Stocks
  • Bonds
  • Managed Accounts
  • Brokerage Accounts
  • Mutual Funds
  • Fixed Income
  • Variable
  • REITS-Real Estate Investment
  • Trusts

Insurance

  • Term Life
  • Universal Life
  • Whole Life
  • Variable Life*
  • Fixed Annuities
  • Second-to-Die Life
  • Long Term Care
  • Keyperson Insurance
  • Disability Income Protection

 Bookkeeping Services

  • General Bookkeeping Services for all types of Business and Entity's

General Bookkeeping

  • Record Journals
  • Post General Ledger and Other Ledgers
  • Reconcile Bank Statements
  • Post Earning Records
  • Prepare Quarterly and Annnual Payroll Tax Returns
  • Total Payroll Services, Preperation and Production of Payroll Checks
  • Preparation of Sales Tax Returns (MO or any other  State)
  • Preparation of Monthly 941 FTD
  • Preparation of Annual Reports (W2 , 1099, 943 and 940)
  • Payroll Assistance

QuickBooks Professional Assistance

Professional Financial Services

Compiled Financial Statements

  • Balance Sheets
  • Statements of Income & Ret. Earnings
  • Statements of Cash Flow
  • Supplementary Information

Review of Financial Statements

  • Balance Sheets
  • Statements of Income & Ret. Earnigs
  • Statements of Cash Flow
  • Supplementary Information

Other Professional Services

  • Tax Planning and/or Consultation
  • Management Consultations
  • Set up or Revise Accounting Systems
  • Accounting Assistance
  • Prospective Financial Statements
  • Personal Financial Statements for Owner/Employee
  • Personal Financial Planning

Tax Preparation

  • Individual
  • Corporation
  • Partnership
  • Fiduciary
  • Trusts
  • 990's Non Profit
  • Estate Tax Returns

*These services are offered by Robert Whelan through his affiliation with H.D. Vest.