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

What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan...
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to respond. 1 When dealing with complex financial...
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you...