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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.

What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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Consider Keeping Your Life Insurance When You Retire

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.
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Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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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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