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Waelchli Financial Services, LLC.

N3312 River Bend Drive
Peshtigo, WI 54157

Phone:

(715) 582-3185

Fax:

(715) 582-3150

E-mail:

djwaelchli@hirep.net

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Welcome to our Web site. Waelchli Financial Services, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, and help conserve your wealth by delivering an unprecedented level of personalized service.

Newsletters

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lease Payment

How much would your monthly lease payment be?

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