Jason Hewett (Independent)
Wealthmap, Spokane, Washington
– Serving clients since 1997 –
As financial advisors, we educate our clients and provide recommendations that help them pursue their goals and enjoy a more meaningful life.
At WealthMap Financial Advisors (formerly Balderson & Hebert, LLC) we provide Financial Planning and Investment Management services to our individual clients, and Business Services – including Group Benefits and Company Retirement Plans – to our commercial clients.
INDIVIDUAL CLIENTS
Financial Planning – We believe the best time to prepare for tomorrow is today. Through our financial planning process we provide an accurate and achievable roadmap to help you pursue your financial goals.
Retirement Income Planning | Medicare Planning |Social Security Analysis | Cash Flow Planning | Insurance Planning| College Planning | Tax Analysis | Estate Planning
Investment Management – We work with you to structure and manage a tax-efficient portfolio that targets your current and future goals. Our team takes care of the investment management process from start to finish.
COMMERCIAL CLIENTS
Insurance and Business Services – As business owners ourselves, we understand the need to provide comprehensive benefits at a reasonable cost to attract and retain qualified employees. We research all available insurance carriers and investment providers before crafting the right benefit plans for your company.
Life & Health Insurance | Group Insurance Benefits | Company Retirement Plans
Our Advisors
Contact our team for Financial Advice and Wealth Management Services.
WealthMap Financial Advisors
819 West 7th Avenue, Spokane, WA 99204
Phone (509) 327 – 1171
Visit the WealthMap Website
Key Advisors: Mike Balderson and Jonathan Allen
WealthMap offers an easy-to-understand and ethical approach to solving individual and commercial investing and financial planning challenges. We strive to build and maintain long-lasting relationships, and provide the highest quality information, service and advice.
Spencer Hill (Independent)
Wealthmap, Spokane, Washington
– Serving clients since 1997 –
As financial advisors, we educate our clients and provide recommendations that help them pursue their goals and enjoy a more meaningful life.
At WealthMap Financial Advisors (formerly Balderson & Hebert, LLC) we provide Financial Planning and Investment Management services to our individual clients, and Business Services – including Group Benefits and Company Retirement Plans – to our commercial clients.
INDIVIDUAL CLIENTS
Financial Planning – We believe the best time to prepare for tomorrow is today. Through our financial planning process we provide an accurate and achievable roadmap to help you pursue your financial goals.
Retirement Income Planning | Medicare Planning |Social Security Analysis | Cash Flow Planning | Insurance Planning| College Planning | Tax Analysis | Estate Planning
Investment Management – We work with you to structure and manage a tax-efficient portfolio that targets your current and future goals. Our team takes care of the investment management process from start to finish.
COMMERCIAL CLIENTS
Insurance and Business Services – As business owners ourselves, we understand the need to provide comprehensive benefits at a reasonable cost to attract and retain qualified employees. We research all available insurance carriers and investment providers before crafting the right benefit plans for your company.
Life & Health Insurance | Group Insurance Benefits | Company Retirement Plans
Our Advisors
Contact our team for Financial Advice and Wealth Management Services.
WealthMap Financial Advisors
819 West 7th Avenue, Spokane, WA 99204
Phone (509) 327 – 1171
Visit the WealthMap Website
Key Advisors: Mike Balderson and Jonathan Allen
WealthMap offers an easy-to-understand and ethical approach to solving individual and commercial investing and financial planning challenges. We strive to build and maintain long-lasting relationships, and provide the highest quality information, service and advice.
WestStar Fairbanks
Wealthmap, Spokane, Washington
– Serving clients since 1997 –
As financial advisors, we educate our clients and provide recommendations that help them pursue their goals and enjoy a more meaningful life.
At WealthMap Financial Advisors (formerly Balderson & Hebert, LLC) we provide Financial Planning and Investment Management services to our individual clients, and Business Services – including Group Benefits and Company Retirement Plans – to our commercial clients.
INDIVIDUAL CLIENTS
Financial Planning – We believe the best time to prepare for tomorrow is today. Through our financial planning process we provide an accurate and achievable roadmap to help you pursue your financial goals.
Retirement Income Planning | Medicare Planning |Social Security Analysis | Cash Flow Planning | Insurance Planning| College Planning | Tax Analysis | Estate Planning
Investment Management – We work with you to structure and manage a tax-efficient portfolio that targets your current and future goals. Our team takes care of the investment management process from start to finish.
COMMERCIAL CLIENTS
Insurance and Business Services – As business owners ourselves, we understand the need to provide comprehensive benefits at a reasonable cost to attract and retain qualified employees. We research all available insurance carriers and investment providers before crafting the right benefit plans for your company.
Life & Health Insurance | Group Insurance Benefits | Company Retirement Plans
Our Advisors
Contact our team for Financial Advice and Wealth Management Services.
WealthMap Financial Advisors
819 West 7th Avenue, Spokane, WA 99204
Phone (509) 327 – 1171
Visit the WealthMap Website
Key Advisors: Mike Balderson and Jonathan Allen
WealthMap offers an easy-to-understand and ethical approach to solving individual and commercial investing and financial planning challenges. We strive to build and maintain long-lasting relationships, and provide the highest quality information, service and advice.
WestStar Gig Harbor
Wealthmap, Spokane, Washington
– Serving clients since 1997 –
As financial advisors, we educate our clients and provide recommendations that help them pursue their goals and enjoy a more meaningful life.
At WealthMap Financial Advisors (formerly Balderson & Hebert, LLC) we provide Financial Planning and Investment Management services to our individual clients, and Business Services – including Group Benefits and Company Retirement Plans – to our commercial clients.
INDIVIDUAL CLIENTS
Financial Planning – We believe the best time to prepare for tomorrow is today. Through our financial planning process we provide an accurate and achievable roadmap to help you pursue your financial goals.
Retirement Income Planning | Medicare Planning |Social Security Analysis | Cash Flow Planning | Insurance Planning| College Planning | Tax Analysis | Estate Planning
Investment Management – We work with you to structure and manage a tax-efficient portfolio that targets your current and future goals. Our team takes care of the investment management process from start to finish.
COMMERCIAL CLIENTS
Insurance and Business Services – As business owners ourselves, we understand the need to provide comprehensive benefits at a reasonable cost to attract and retain qualified employees. We research all available insurance carriers and investment providers before crafting the right benefit plans for your company.
Life & Health Insurance | Group Insurance Benefits | Company Retirement Plans
Our Advisors
Contact our team for Financial Advice and Wealth Management Services.
WealthMap Financial Advisors
819 West 7th Avenue, Spokane, WA 99204
Phone (509) 327 – 1171
Visit the WealthMap Website
Key Advisors: Mike Balderson and Jonathan Allen
WealthMap offers an easy-to-understand and ethical approach to solving individual and commercial investing and financial planning challenges. We strive to build and maintain long-lasting relationships, and provide the highest quality information, service and advice.
WestStar Bellevue 156th Ave
Wealthmap, Spokane, Washington
– Serving clients since 1997 –
As financial advisors, we educate our clients and provide recommendations that help them pursue their goals and enjoy a more meaningful life.
At WealthMap Financial Advisors (formerly Balderson & Hebert, LLC) we provide Financial Planning and Investment Management services to our individual clients, and Business Services – including Group Benefits and Company Retirement Plans – to our commercial clients.
INDIVIDUAL CLIENTS
Financial Planning – We believe the best time to prepare for tomorrow is today. Through our financial planning process we provide an accurate and achievable roadmap to help you pursue your financial goals.
Retirement Income Planning | Medicare Planning |Social Security Analysis | Cash Flow Planning | Insurance Planning| College Planning | Tax Analysis | Estate Planning
Investment Management – We work with you to structure and manage a tax-efficient portfolio that targets your current and future goals. Our team takes care of the investment management process from start to finish.
COMMERCIAL CLIENTS
Insurance and Business Services – As business owners ourselves, we understand the need to provide comprehensive benefits at a reasonable cost to attract and retain qualified employees. We research all available insurance carriers and investment providers before crafting the right benefit plans for your company.
Life & Health Insurance | Group Insurance Benefits | Company Retirement Plans
Our Advisors
Contact our team for Financial Advice and Wealth Management Services.
WealthMap Financial Advisors
819 West 7th Avenue, Spokane, WA 99204
Phone (509) 327 – 1171
Visit the WealthMap Website
Key Advisors: Mike Balderson and Jonathan Allen
WealthMap offers an easy-to-understand and ethical approach to solving individual and commercial investing and financial planning challenges. We strive to build and maintain long-lasting relationships, and provide the highest quality information, service and advice.
WestStar Bellevue 108th Ave
PlanneticsFinancial™
New Directions in Growth and Security
BELLEVUE WASHINGTON
500 108th Ave NE, Ste 765, Bellevue, WA 98004 | O: (425) 429-3021 | www.plannetics.com
Based between the Puget Sound and the Cascade Mountain Range, our WestStar Partners’ team on 108th Avenue, Bellevue serves clients of the Pacific Northwest and across the USA. We do so by leveraging the best-in-class technology, fiduciary advice, goal-based holistic financial planning, and virtually unlimited investment options.
We believe that financial Planning is about more than good advice or investment returns ─ it’s about a process that identifies exactly where you are and where you want to be, clear directions that will get you there ─ and guidance you can trust.
Who we work with.
Equity Employees & Executives
Pensioned Employees & Executives
Business Owners
Pre-retirees & Retirees
Our Plannetics™ process and approach has changed our clients’ concept of financial management. Because you cannot manage what you can’t measure, Financial Plannetics™ brings measurement, management and control to understanding and targeting optimal financial outcomes.
Financial Plannetics ™ is not about correctly guessing what will happen in the future: instead, we provide you with a holistic 360˚ financial plan that shows you exactly how the choices you make today will affect your future. And we co-manage your dynamic roadmap to get you to your financial goals in the most efficient way possible.
PlanneticsFinancial™
Dream > Plan > Do
We help you to formulate a plan of action that fulfils your vision for the life you choose, and to identify and prioritize those actions that will move you most efficiently towards your goals.
Along with predictable financial outcomes, our Plannetics Financial™ approach is a real game changer in providing our clients with financial assurance, certainty, and confidence in targeting the life they want to live.
Once we’ve begun implementing their financial plans, our clients gain confidence through our systematic approach to managing these financial priorities and concerns:
General Financial Planning
Planning for Pensioned Employees and Executives
Stock-based Compensation Planning
Financial Planning for Business Owners
Goals-based Retirement Planning
Investment Management
Tax Management Services
Education Planning and Funding
Risk Management
Estate Planning Strategies
Charitable Giving
Whether a client is seeking advice on taking care of an aging parent or taking on a new mortgage, we tap into our ecosystem of clients, tax specialists, attorneys, mortgage specialists and others that we trust to provide the very best advice.
We bring over 40 years of combined experience to building trusted relationships that span generations. Let our team transfer your financial stress onto our shoulders and provide you with real confidence and assurance in your financial growth and security.
Meet our Financial Planning Team
Meet our Support Staff
Making First Impressions Last
What it means to be an administrative professional has changed fundamentally over recent years. Our support staff are an essential part of our team.
Their positive client interactions and clear communication contribute to productive meetings, progressive client relationships and overall client satisfaction.
WestStar Issaquah
ISSAQUAH WASHINGTON
22500 SE 64th Pl, Ste 240,
Issaquah WA, 98027
Office: (425) 429-3031
Helping Clients Maximize their Equity Compensation Programs
WestStar Prosperity Partners in Issaquah work primarily with business professionals and executives in the Pacific Northwest and across the USA. Many are heavily compensated through company stock, and they choose us because they’re concerned about making the most of the opportunities their efforts have afforded them, and with finding a clear path through all of the complexities, tax burdens, and concentrated stock risks.
One of the first questions we ask is ‘what does your idea of a prosperous life look like?’ We often find the answer to this is why they reached out to us. They’re looking for more balance in their life, and they want mentoring and wisdom to govern their decisions that lay ahead.
Many want to get off the treadmill of tech by age 55 ─ to secure early retirement or a work-optional lifestyle ─ or to gain financial independence through a future IPO. Others are weighing up the trade-offs in giving their growing families a great chance at life. We understand their unique financial planning needs, whether they’re just starting out in their career or counting down to retirement.
‘It’s not simply our clients’ wealth, but their prosperity that concerns us ─ the things that bring fulfilment and joy to them and their families. We seek to empathize with and understand our clients and to always do the best professional job we can for them.’
Sam Gullette CFP®, CLU®
Given the complexities of their compensation package, it makes sense to them to work with financial professionals who understand the ins and outs of equity compensation, especially the IRS rules governing stock options, restricted stock, and other forms of equity-based compensation.
‘Good fortune is what happens when opportunity meets planning.’
- Thomas Edison
Just like Edison ─ we know that good fortune has nothing to do with luck. Our primary goal is to create financial assurance, clarity, and confidence for our clients, using a holistic 360˚ approach to financial planning that delivers predictable financial outcomes.
“We advise highly successful people who feel a great responsibility to their families to make the best decisions they can around accumulating wealth and protection against life’s uncertainties.”
Erik Alexander, Financial Consultant
Our clients want to be the best role models for their spouse and children, and to feel confident that they’ve planned brilliantly for the future. Our practiced approach to financial planning helps identify the things that are most important to them, and how we can best help them accomplish their goals over time.
We advise and guide our clients by creating a clear roadmap and executing upon a plan that aligns with their tax advisors’ instructions to achieve their goals with confidence, clarity and ease. They feel secure in the decisions they make, and delighted by our dedicated management of all the essential processes, while keeping their very best interests at heart.
“By using data and analytics, and staying innovative, we help our clients make the most informed decisions, and follow the lives they want. It’s all about decision-making and timely guidance.”
Kevin Chang, Financial Consultant
We bring a guiding hand and personal touch to all our relationships, many of which have served our clients and their families through their working lives and into retirement. We’ve helped them make many decisions that they’re proud of today.
Our extensive knowledge of employer programs, combined with continuous monitoring of your financial plan helps to build an enduring relationship based on foundations of confidence, trust and teamwork.
Our Financial Planning Services Include:
- General Financial Planning
- Retirement Planning
- Debt Management Plans
- Investment Management
- Tax Planning
- Equity Compensation Planning
- Mortgage Planning
- Insurance Planning
- College Saving Plans
- Medicare Planning
- Social Security Analysis
- Planning for Divorced Couples
- Sudden Wealth Planning
- Wealth Management
- Generational Wealth
- Special Needs Planning
Meet our Financial Planning Team
Sam Gullette, CFP®, CLU®
Certified Financial Planner®
sam.gullette@weststarpartners.com
(425) 698-1701
Meet our Support Staff
Making First Impressions Last
Customer service is the backbone of our business, and we treat all our clients with the utmost care, because they are part of our family. Our professional support staff play an essential role in this.
Their understanding of our industry, processes, and technology enables them to anticipate clients’ needs and questions. Their close personal and responsive service makes our clients’ financial journeys as smooth as possible.
