Young boy in a cowboy hat standing in a grassy field

Smiling girl running with an American flag

Smiling senior couple holding an American flag outdoors.

Multi-generational family walking in a sunny park.

Young person running through a wheat field with a large American flag.

Waelchli Financial Services, LLC.

N3312 River Bend Drive
Peshtigo, WI 54157

Phone:

(715) 582-3185

Fax:

(715) 582-3150

E-mail:

djwaelchli@hirep.net

Become a Client

Harbour Privacy Policy

Learn More

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

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

Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

Details 401(k) contribution and catch-up limits for maximizing savings.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains wonâ€™t be taxed until they are withdrawn.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Roth IRA Conversion

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Car Affordability

How much can you afford to pay for a car?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators