Advice to Build Your Dreams On
At WestStar we know that prosperity means living with financial confidence, certainty and joy. Our mission is to help you take control of your money and avoid financial stresses, and we accomplish this by creating and implementing financial plans that are tailored to make your dreams a reality.
Our unique 360˚ financial planning approach and processes provide predictable financial outcomes and real assurance in an uncertain world.
We also target your goals with maximum efficiency and the highest level of certainty.
Take your first step towards financial freedom
Why Geese Love Flying Together
Geese get from A to B in their Flying Vs.
At lift-off they’re sure they’ll touch down in great shape, thanks to the knowledge, guidance, experience and support they get along the way.
Prosperity for our clients, their families and businesses means so much to us that it’s in our name, our DNA, and our flying V logo.
Everyone dreams of how their life could be, but few know how to turn their dreams into certainty.
We advise and guide young accumulators, tech professionals, business owners and retirees on how to make the most of their opportunities to live the lives they choose. We also show them how to secure the retirement lifestyle they work so hard to achieve.
Real Professionalism And Integrity
WestStar Advisors will tell you that excellent financial advice, personalized financial planning, and close guidance are real predictors of success. We’re committed to maintain the highest fiduciary standards and provide top quality advice, service and guidance.
After all, your hopes and dreams really matter to us.
Our 360° financial plans target your goals, and align your decisions with your unique vision of tomorrow. And we guide and support you every step of the way there.
Real Confidence and Clarity
By knowing exactly where you’re heading and how to get there, you enjoy the confidence and freedom to live life without fear.
We start out together by defining your financial and lifestyle goals, and assessing your circumstances, opportunities and risks. According to your needs, we develop and implement a 360° Financial Plan that addresses the following planning essentials:
Our Core Services
Real Optimism and Freedom
Prosperity means experiencing life as an adventure, and being free to enjoy your journey with a sense of optimism and anticipation.
For a financial plan that turns your dreams into attainable goals, and gives you confidence, clarity and the clear path to prosperity.
WestStar’s Financial Planning Services Include:
- General Financial Planning
- Retirement Planning
- Equity Compensation
- Planning for Pensioned Professionals
- Retirement Plan Services for sponsors & participants
- Federal Employee Benefits
- Investment Management
- Tax Planning
- Budget & Cash Flow
- Planning
- Debt Management Plans
- Mortgage Planning
- Insurance Planning
- College Saving Plans
- Medicare Planning
- Social Security Analysis
- Planning for Divorced Couples
- Sudden Wealth Planning
- Wealth Management
- Generational Wealth
- Legacy Planning
- Special Needs Planning