Walen Financial Group
Financial Services in Toledo, OH
In assisting customers toward their aims we're dedicated to the following convictions: An educated investor is a better investor. Walen Financial will work diligently to educate investors in the field of free market investing. Walen Financial will supply regular educational workshops that are created to increase your experience and keep you informed about financial markets. Free Markets are efficient. Therefore, Free Market Portfolio Theory will be the basis for the management of customer investment portfolios.to Read more, simply click the link at the bottom!
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About Us
read moreFrom hard times to great success, very few have known more diversity then Richard Walen. He went from humble and trying beginnings to moving up the ladder in wealth management. He left New York Life after 30 years due to an unexpected discovery of Matson Money process. After researching them for over a year Richard realized that they generated incredible returns for their clients with a very new and proven approach to wealth building. A new approach that wasn't dependent on self-proclaimed experts with unusual powers or divine abilities.
Initial Consultation
read moreIf you lack peace of mind regarding your investments we offer two initial ways to learn more about how Walen Financial can assist you. Either initial option is free of charge for new or prospective clients. You are encouraged to attend one of our successful and entertaining Investor Education Series workshops. We hold these introductory events regularly so that new and prospective clients can learn more about what we do. At the end of the workshop you will be offered an opportunity to schedule a one-on-one consultation with an Investor Coach.
Investor Education
read moreAt Walen Financial we believe that all investors should be encouraged to increase their knowledge of investing. As a result, we offer clients the opportunity to attend regularly scheduled workshops. We call this education process the Investor Education Series. Here is a short list of some of the workshop titles that we offer to our valuable clients. From time to time we will also make available special workshops that focus in specific market concerns or events. We also provide clients with a Life Coaching Series.
Investor Mistakes
read moreAcademic research suggests that the investing public often achieves investment returns that are BELOW the market return. This is interesting because the financial media and financial firms are relentless in providing us with great investment ideas, stock tips of the day/week, defensive strategies, offensive strategies, economic outlooks and the like. With all of this great advice it would seem certain that turning an investment profit is easier now than ever before! Unfortunately, this is not the case.
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