Confidence comes with clarity & certainty
HELPING BUSINESS OWNERS TURN OPPORTUNITY TO SUCCESS
We’ve helped business owners pursue their goals over many years, and we’re business owners ourselves. We know what a prosperous business looks like and what it takes to build one.
Many business owners come to us seeking the answers to 6 questions.
- What is my business worth?
- How do I go about funding it?
- Am I maximizing the tax mitigation opportunities my business provides me?
- How will the sale of my business affect my retirement?
- What is my succession plan if something unexpected happens to me?
- Who can I trust to guide me through all the layers?
Prosperity-based planning
WestStar’s network of financial professionals help business owners gain clarity on their goals and options, plus real confidence and assuredness in their decisions. Our clients get a 360° plan that builds and protects their all-around prosperity.
This means focusing on their personal and business financial plans.
An experienced WestStar Advisor will guide you and coach you through the processes that centre on these financial planning imperatives.
- Financial Planning
- Business Financial Planning
- Succession & Employee Benefits Planning
- Tax Advice & Social Security Planning
- Investment Management
- Personal and Business Insurance
- Retirement Planning
- Estate Planning
These imperatives are brought together through our holistic planning approach, and find direction and dynamism in your personalized 360° Roadmap.
We don’t simply advise you on what to do, we show you how to do it, and shoulder a significant portion of the load.