Financial Planning for Individuals

Look West

To Live Life at Its Best

WestStar Advisors help you to define what you want from life for yourself and those you love. We’ll help you build a holistic 360° financial plan that targets your wealth and prosperity with greater certainty throughout all the stages of your life.

We’ll then design a dynamic personalized Navigator 360° roadmap that balances your short-term needs with your long-term goals.  A simulator beneath the dashboard measures your overall prosperity: investments, savings, Social Security, pension, insurances, and lifestyle needs.

We measure your probability of success, and your trajectory based on our recommendations.

Your Navigator 360° Roadmap is strategically reviewed throughout your journey, tracking your progress and course-correcting to keep you on track and on plan.

Our Financial Planning Services Include:

  • General Financial Planning
  • Budget & Cash Flow Planning
  • Debt Management Plans
  • Investment Management
  • Tax Planning
  • Equity Compensation Planning
  • Federal Employee Benefits
  • 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

We’re With You Every Step of the Way

While we coach you through the steps, you’ll enjoy the confidence that comes with knowing that you’re doing the best you can for your future and for those you care about.

With a WestStar Financial Advisor in the navigator’s seat, you get a closely guided and professionally-informed journey, with all the tools, tactics, and technology to get you to your milestones.

You’ll have both a plan and a process that target your goals with maximum efficiency and the highest level of certainty, and protect you from the things life throws at us.

“I’ve helped tech families and professionals become financially confident through comprehensive financial planning and customized investment management. By using data and analytics, and staying innovative, we help our clients make the most informed decisions, and pursue the lives they want. It’s all about decision-making and timely guidance.”

Kevin Chang, Financial Consultant

We provide advice in a way that suits you and helps you grow, and we show you how to balance today’s needs with tomorrow’s goals.

Learn more about

The 6 Essential Steps To Financial Security For Today And Tomorrow

Click here to visit our blog.

We pride ourselves in providing specialist solutions to people from all walks of life. Many of our advisors have particular experience that suits specific clients whom we service through our four advisory suites.


Professionals on the road to prosperity, looking to grow wealth, minimize taxes and eliminate debt.


Highflying Tech professionals looking to optimize stock compensation programs, accumulate wealth, and minimize taxes.

Retirement Trailblazers

Those heading to or through retirement, looking to create dependable income and security.

Business Pioneers

Business owners looking to grow and protect their assets, reward themselves and their staff, and exit optimally.

Holistic Financial Planning for Professionals

Let Certainty Shape Your View of Possibility

Many professionals have dreams of success, but few dreamers have a clear 360° financial roadmap to follow, and a planning process in which they trust. They’re well-informed, and have loved ones depending on them to find the best paths for their future, but they don’t know the right way to go about it.

They’re looking for greater confidence in their decisions, and answers to questions like:

Where am I now?
Where am I heading?
What paths should I follow?
What potholes do I need to avoid?
Which milestones should I aim for?
How do I get it all in balance and under control?
How do I fund today and prepare for tomorrow’s needs?

If you’re looking to answer these questions, then let’s talk about how we can help you.

We’ve seen that to live the life you choose for the rest of your life, you need a clear understanding of your financial situation, plus the ability to live within your means and take care of your future.

You need to know where you’re heading – with clear financial goals, advice you can trust, and a plan and process that targets your success.

Want to Find Your Perfect Advisor Match to Set You On Course for Success?


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Professionals enjoy our focused guidance, along with a regularly calibrated, road-mapped journey to their goals.   You’ll learn all about money, what’s important in managing it astutely, and how to budget smartly and build and protect your all-around prosperity.

The sigh of relief from our clients when we show them how their hard work and our holistic 360˚ financial plan can get them to their goals is always a special moment.

“My younger clients come to me for advice and direction on what to do to ensure a successful future. Many are entangled with their work lives and want me to help them take advantage of their stock options, investment allocation, investment taxes and so forth.”

Aaron McDermott, Financial Consultant

Effective Mortgage Planning Strategies

Your mortgage is most often your single largest debt, and your home, your single largest financial investment. We will help you to carefully evaluate your mortgage options and choose the right mortgage strategy.

Relationships Built on trust

At WestStar we believe that trust is earned. Our relationships are real, honest and candid. We say what we do, and we do what we say. Our personal touch and care is evident in all of our relationships, many of which have served individuals and their families’ best interests for decades.

We tailor our interactions and communications according to your schedule and preferences.

If that sounds like a relationship worth pursuing, then we would be delighted to partner with you in building your wealth and prosperity.

Meet Our WestStar Advisors