Thank you for your interest in The Welch Group.
Challenging times like this often make people wonder if they are on the right track to retire. Are they doing everything they need to do? As a CPA, Accredited Estate Planner®, and CERTIFIED FINANCIAL PLANNER™ professional, I take a comprehensive view of my clients’ financial pictures and offer advice aligned with their goals. I help my clients learn more about their options and make empowered financial decisions.
If you would like to discuss your financial situation, or get a second opinion, please call me anytime at 205-879-5001, or schedule an initial conversation on my calendar.
How We Can Help
Our website has a lot of great information to help you discover more about who we are and whether we are the right fit for you.
Our process caters to your unique situation—both for today and tomorrow. We help you establish your needs, risk tolerance, goals, and more.