Website Full Disclosure

Whalen Wealth Management Inc., dba Whalen Financial, is an SEC-registered investment adviser. The firm may transact business only in states where it is registered, exempt, or excluded from registration. This site provides general information about our services, plus third-party articles, newsletters, calculators, and external links. Its publication should not be construed as our solicitation to effect securities transactions or to render personalized advice for compensation over the internet. For Whalen Financial’s current Form ADV Part 2A (brochure) and CRD #311869, visit the SEC’s Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov or request a copy at info@whalenfinancial.com or 7160 Rafael Rivera Way, Suite 220, Las Vegas, NV 89113. Different investments involve varying degrees of risk, and no assurance can be made that any strategy will be profitable or match historical returns. This website is not intended to provide tax, legal, or accounting advice; consult qualified professionals before implementing any strategy. Insurance services (if offered) are provided through individually licensed agents of Whalen Financial Insurance Solutions, LLC (NV license # insert). Third-party links or publications: provided strictly for convenience; Whalen Financial is not liable for accuracy or timeliness. Testimonials: not representative of all experiences; additional testimonials available upon request at info@whalenfinancial.com. Awards / accolades: methodology, date, and any compensation to the rating source will be fully disclosed where the award appears. Charts / formulas / stock picks (if shown): see separate disclosure above. Opinions: subject to change without notice and may differ from other areas of the firm.

Whalen Wealth Management Inc. is an SEC-registered investment adviser. Information presented is for educational purposes and intended for a broad U.S. audience. It is not an offer to buy or sell any security or to adopt any investment strategy. Investing involves risk and is not guaranteed. Whalen Financial believes this material contains no untrue or misleading statements and presents information in a fair and balanced manner. The firm offers no tax, legal, or accounting advice; consult qualified professionals as needed. By contacting us you may be offered information regarding the purchase of insurance and investment products. Past performance: Do not rely on past results without understanding the timing, market conditions, and constraints that influenced those results. Charts / formulas / stock picks (if shown): see separate disclosure above. Case studies (if used): Either (a) based on actual clients with details changed for privacy or (b) purely hypothetical. Similar results are not guaranteed; each client’s circumstances differ. Third-party content or links (if included): believed reliable but may be dated; Whalen Financial is not responsible for their accuracy. Third-party ratings/awards (if mentioned): disclosures will identify the rating entity, time period, methodology, and whether Whalen Financial compensated the rating source.

The information on this Web site or in emails is designed for educational purposes only.  It is not intended to be a substitute for tax, legal or accounting advice.