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Wakeley Financial Services logo over a green field and tree

6110 Colleyville Blvd. Ste., 114
Colleyville, TX 76034

Phone:

(817) 503-1997

Fax:

(817) 514-4088

E-mail:

mark@wakeleyfinancial.com

Welcome to Wakeley Financial Services, a comprehensive financial consulting firm that combines personal relationships with a broad variety of financial services to help our clients meet their long term needs.

As financial professionals, we can:

  • Help you clarify and define your goals

  • Recommend solutions that fit your needs

  • Deliver timely information

  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier*

Feel free to refer this site to friends, family, or co-workers. As expansive as this website is, there is still no substitute for communicating by phone or in person.
If you have any questions, please call us at (817) 503-1997 or e-mail us at contact@wakeleyfinancial.com. We will be happy to help. We look forward to talking with you.

Professional portrait of three smiling team members

*These services are offered by Mark Wakeley through Cerity Partners LLC, a SEC Registered Investment Advisor

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck