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Retirement

Social Security: Maximizing Benefits
Who Is Your Trusted Contact?
Conquering Retirement Challenges for Women
Deciding When to Take Social Security

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The Utility of Sector Investing
The Anatomy of an Index
Inflation & Your Money

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Keeping Summer Safe: Pool and Spa Safety Tips
Assess Life Insurance Needs
The A, B, C, & D of Medicare

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Personal Finance Calendar
What If Your Kids Decide Against College?

Lifestyle

Money Draining Food Myths
Changing Unhealthy Behaviors
The Financial Literacy Crisis
Putting a Price Tag On Your Health
How Boomers and Millennials Differ

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Jeff Welp is a registered non-solicitor of, and Dan Welp is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities, Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Welp Financial Services is not affiliated with USA Financial Securities.

Dan Welp is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: IA, MN, SD. For investment advisory services these states include: CO, IA, MN. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.