Upcoming Seminars
April 8, 2008-Financial Seminar
Our Mission Statement
The retirement planning process is serious.
It's not just business to us it's personal!
Steven J. Welp, CLU, ChFC, entered the insurance and advisory profession immediately following college in 1972. In 1981, Steve accepted a position with Prudential Financial Services as manager of the Southern Minnesota Region located in Mankato, Minnesota. In 1991, Steve established his own financial services business, Welp Financial Services, Inc. of which he is now President and CEO.

Over the years, Steve has received numerous awards for professionalism and service to his clients. He has also participated in over 50 seminars and workshops related to Estate and Financial Planning.
Some of the Financial Sevices we provide
  • IRA Distribution Planning

  • Medicare/Medicaid Planning

  • Present and Future Life Insurance Review

  • Retirement Preservation and Distribution Planning
  • Click here for a full list of our Services

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