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Our Services

WHB Financial Advisors offers protection planning and investment strategies designed to prepare you, your family, and your business for all of life’s possibilities.

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Our Mission

We want to understand your needs, likes, and long-term goals to create a customized plan to preserve and protect your hard-earned wealth.

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Blog

Providing timely information to educate you on all aspects of your finances.

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WE'RE WITH YOU EVERY STEP OF THE WAY

Trust.  Honesty.  Integrity.  We believe values matter, and we live by ours every day.

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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OUR DEDICATED TEAM

We want to be your advocate.  Our team offers comprehensive insurance solutions and smart protection strategies, providing you with the confidence needed for life’s financial journey.

Melany Novosel

Melany Novosel

Director of Client Relations

Rachel Fix

Rachel Fix

Client Service Assistant

LET'S GET CONNECTED

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