Typically we work with professionals and small businesses owners on their path to financial freedom. Our clients are focused on their finances and unsure if they are saving enough or worse missing an opportunity that is costing them money. We spend time getting to know each client and their personal situation in order to best serve each one individually. Because of our comprehensive approach our clients feel confident in the actions they are taking towards their financial future.  They are empowered to make smart financial choices and assured they will accomplish their financial goals. This is the Westbilt Way.

Curious to learn about how our approach can help you?

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The Westbilt Way


Understand YOUR Financial & Life Goals


Build YOUR Financial Plan


Assist in YOUR Plan Implementation


Support YOUR Financial & Life Changes

Our Team

Areas of Strategic Consulting

Investment Allocation
Insurance Analysis
Education Funding
Retirement Income Planning
Wealth Transfer

Accumulation & Distribution Strategies
Tax Optimization
Cash Flow Evaluation
Estate Planning Accountability
Succession & Legacy Planning

Charitable Gifting Strategies
Work Benefit Optimization
Collaborate with Other Trusted Advisors
Social Security Planning
Debt Management

Financial Planning

One Time Planning Fee


Annual Advisory Services



What’s Included



In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on...