Wahl Financial

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Wahl Financial President with Wahl Financial helping individuals, families and business owners to create, build, and preserve wealth Luckily, you don't have to do it alone.

I am Cory Wahl President and Founder of Wahl Financial. Our mission is to provide strategies to clients who are interested in managing risk, accumulating wealth and protecting assets while meeting long-term financial goals. We believe that planning is the key to achieving long-term financial goals. Therefore, a holistic planning approach is utilized as best results are often achieved when a plan is developed, implemented and revised along the way. We understand the idea of planning your financial future can be intimidating. No matter how simple or complex your situation may be, Wahl Financial, will be here to walk alongside you every step of the way. Contact us today:
100 Louis J Koch Blvd. Suite 103
Santa Claus, IN 47579
O: 812-686-1541

I am licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither Wahl Financial nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Wahl Financial is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Thank you to everyone who came out to the ribbon cutting! We were very excited to show off the new office. If you misse...
09/17/2026

Thank you to everyone who came out to the ribbon cutting! We were very excited to show off the new office. If you missed it come by anytime!

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

08/26/2026

A later night in the office has its perks.

Did you know that you're able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan ...
08/25/2026

Did you know that you're able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://bit.ly/4y1usNt

08/18/2026

I wanted to build a website with purpose and ease, and I am proud to share the release with you all.

On it you will find:
- My contact information
- Helpful thoughts on things to consider for your stage of life
- Descriptions of the various financial products available

I am currently taking on new clients. Let's talk on how to secure your today, grow your tomorrow & protect your legacy.

www.wahl-financial.com

The right plan now can help shape the retirement you want.The years leading up to retirement are full of possibility and...
08/11/2026

The right plan now can help shape the retirement you want.

The years leading up to retirement are full of possibility and important financial choices.

You’ve worked hard to build your wealth and now it’s time to make sure it supports the life you want to live.

This Financial Planning Checklist for Pre-Retirees highlights key steps to help you prepare, including maximizing savings, creating reliable income, managing taxes, and protecting what you’ve built.

Now is the time to make the most of your peak earning years.
https://bit.ly/45lOPJg

Is time standing still at work? The clocks moving ahead is the perfect reminder to explore new opportunities. At New Yor...
03/09/2025

Is time standing still at work? The clocks moving ahead is the perfect reminder to explore new opportunities. At New York Life, we can give you the tools to build an exciting career in financial services that you can proud of. Reach out and let's talk when you have the time.

It's the start of a brand new year and the perfect opportunity to make some changes of your own. This , put your own fi...
01/02/2025

It's the start of a brand new year and the perfect opportunity to make some changes of your own. This , put your own financial future front and center by considering a move to New York Life. With lucrative income potential, career-long support, and numerous benefits, learn how becoming a financial professional can help you empower yourself and your community to build healthier financial futures. Want to know more? Let's talk.

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the...
01/01/2025

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the years to come.

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.
12/24/2024

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.

Address

Santa Claus, IN
47579

Telephone

+18126861541

Website

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