Introducing Terry Whalen




Introducing Terry Whalen


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Guest

Terry Whalen
Owner
Wealth Protection Group

Terry Whalen is the owner and founder of Wealth Protection Group and an Investment Advisor Representative of HBW Advisory Services LLC., a privately held Registered Investment Advisory firm specializing in the development of process driven plans and strategies for companies and individuals. Terry has been providing investment advice to individuals and business owners seeking a conservative approach to investing since 1991.
Wealth Protection Group is in business to make a difference and to enhance life for our clients, and their families. We strive to matter by having a positive impact on the lives of our clients which in turn has a much bigger impact on others then we could ever have by ourselves.

Why do we do what we do!

We love to provide a personal touch that seems to be lacking in the world of finance today, especially in the field of 401k’s. Some of the ways we provide the personal touch is by offering unique solutions to employers and their employees. Employers have enough to do and worry about without the added pressure of worrying about whether or not they are compliant with all the rules and regulations concerning ERISA.

Wealth Protection Group specializes in the task of helping employers by seeking to reduce or eliminate their fiduciary liability through the use of Registered Investment Advisory firms that can assume full 3(38) fiduciary liability on investment selection and monitoring. The tactical money management strategies offered through these firms may provide superior investment results over typical passive asset allocation strategies during volatile market conditions.  We also attempt to lower costs associated with the 401k plan by seeking reduction of fees charged by the plan custodian, record keeper, and administrator (TPA).

In response to today’s challenging economy, Wealth Protection Group has added a cutting-edge debt-reduction program to help CEO’s and their employees get out of debt and what it might mean if they started to save sooner for retirement.

Terry Whalen was the host of Ventura County’s “Safe Money and Retirement Show” from 2006-2008. He proudly served in our nation’s military for 11 years. He lives in Simi Valley, California with his wife Maureen and his daughter Micaela.

Investment advisory services offered through: HBW Advisory Services LLC. HBW entities are located at 3355 Cochran St., Suite 100, Simi Valley, CA 93063, (800) 473-3856. Terry Whalen is a Investment Advisor Representative.  HBW Insurance & Financial Services, Inc., HBW Securities LLC and HBW Advisory Services LLC are separate entities which do not offer legal or tax advice.

E-Mail: terry.whalen@hbwadvisory.com    Phone: 805-210-9787








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