Welcome

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?

Schedule a call today

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

$2,000+

Annual Advisory Services

$750+

 

What’s Included

Vlog

Blog

With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.