Products & Services

At Waelchli Financial Services, LLC, we provide assistance by developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:



  • Brokerage Accounts
  • Common Stock
  • Check Writing
  • Debit Cards
  • Educational IRA
  • Government Securities
  • HSA Plans
  • Money Market
  • Roth IRA
  • Traditional IRA
  • Taxable & Tax-free Bonds
  • Variable Annuity
  • Fixed Annuity


  • Budgeting
  • Book Keeping/General Accounting Activities
  • Organizing Estate Documents
  • Develop Financial Bible-Roadmap for Executor/Trustee
  • Life Insurance



Life Insurance

  • Disability Income Insurance
  • Life Insurance-Term/Permanent
  • Long Term Care Insurance
  • Funeral Trust


Financial Planning

  • Retirement Plans
  • Tax Plans
  • College Plans
  • Estate Plans
  • Money Purchasing Plans

Business Retirement Plans

  • Money Purchasing Plans
  • Profit Sharing Plans
  • Simplified Employee Pension Plan (SEP IRA)
  • Savings Incentive Match Plans for Employee (Simple IRA)
  • 401(k) Plans
  • 403 (b) Plans
  • Insurance