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

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Professional Financial Services

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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 & Retirement Earnings
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 Prepartion

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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

robert@tcmax.net | (573) 785-3008