Money Monday!

Friday was National “Gorgeous Grandma” Day created in 1984 to honor women of a certain age, whether they are grandmothers or not.  National Vanilla Ice Cream Day is also recognized on the very same day and a perfect way to honor any “Gorgeous Grandma.”  If your Gorgeous Grandma isn’t the plain-vanilla type, never fear… today is National Hot Fudge Sundae Day.

While many clients at Wheeler Financial are Gorgeous Grandmas, we make a special effort to serve the needs of all investors:

  • We explain things in a way that empower our clients to make complex financial decisions confidently. Like Albert Einstein, we believe “Everything should be made as simple as possible, but not simpler.”
  • We take a lighthearted approach to a serious subject. Our motto is Life’s an Adventure…Plan Accordingly! ™ We will develop a comprehensive plan to cover life expenses and adventures.
  • We respect and understand the emotions that are often felt around spending and saving money. We form a trusted partnership with our clients to develop a personal financial plan to meet specific needs.

To learn more about our planning process, click on the Working With Us tab.  Please call our office at (302) 543–5585 if you would like to schedule an introductory call.


Any opinions are those of Wheeler Financial LLC and not necessarily those of Raymond James.