About Us

John Whelan

John Whelan

Principal Agent

Principal agent John Whelan has over 10 years of insurance experience. He graduated from Indiana Wesleyan University with a degree in business. He also earned the Life Underwriter Training Council Fellow (LUTCF) professional designation through American College.

“You are not just a number here. We give personal service and our time and attention when you need it because we want to be your agents for life. Protecting you is our business.”

Let’s Connect

You can expect excellent service before and after the sale with our team of friendly and accessible agents. We value your time and will always get back with you within 24 hours.

About Our Logo

Our logo was created to reflect the layers of the Financial Planning Pyramid. Here at Whelan and Associates, we believe that a good financial plan must be built upon a solid foundation that enables you to reach your goals even in the face of life’s uncertainties.
Click or tap the segments on the pyramid below to learn more.
Estate Planning

This stage involves how you want your assets passed on to heirs or given to charity.


Tax Planning

Tax planning goes hand-in-hand with retirement saving as well considering the tax advantages of 401(k)s and IRAs, but depending on your income level, you may want to make a plan for other investments as well.



We should all save for retirement, but if you’re savvy, you’ll also invest money for other goals too: buying a car, a home or funding your kids’ college expenses. You’ll want to keep these savings goals independent from your retirement goals.


Risk Management

Insurance is an important safety net to catch you in the event of an unforeseen circumstances.

Health insurance, auto insurance, and homeowner’s insurance all serve to protect you from catastrophic out of pocket expenses when you have a loss.

Cash Flow

Ensuring positive cash flow means working with a budget, trimming expenses and perhaps increasing your income. Once you’ve settled into a good balance of paying bills and investing, you’ll want to protect what you’ve built.


Wealth Foundation

Wealth Accumulation

Wealth Preservation

Wealth Distribution