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Wheeler Financial Solutions

Guiding your financial future

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Family Risk Management

Because we all know that life is filled with series of unexpected events, Wheeler Financial offers risk management solutions to our clients. We believe it’s important to help you consider potential risks when devising a financial plan. While these are not always the most pleasant conversations to have, being prepared in the event of a sudden death, disability, or long-term-care need is part of providing you with a comprehensive plan.

Risk Management from Wheeler Financial

Learning more about your situation enables Pete and the Wheeler Financial team to identify potential risks and establish plans that will meet your needs now and in the future. Being sensitive to your situation, we will evaluate different aspects of your current insurance policies and provide you with insights as to whether your current plans are efficient or need modifications. This approach will be invaluable in protecting your most important asset—your family.

Learn more about our risk management solutions. Contact Wheeler Financial today.

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Lafe “Pete” Wheeler is a registered representative with the following registrations 66 and 7 and can transact business with clients in Kentucky, Delaware, Pennsylvania, South Carolina and Texas.  Lafe “Pete” Wheeler is also an investment adviser agent licensed in Kentucky, Delaware, Pennsylvania, South Carolina and Texas. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM, 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000.

Wheeler Financial Solutions, PLLC is not a registered broker/dealer or independent investment advisory firm.

Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services® or its subsidiaries.  This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

The HD Vest affiliated companies exclusively provide financial products and services,and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.

Check the background of this investment professional on FINRA’s BrokerCheck.

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535 Wellington Way, Suite 240
Lexington, KY 40503

Phone: 859.219.2400
Fax: 859.219.2331

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