Hitch Your Wagon to WestStar
At WestStar we believe in reaching for the stars in whatever we set out to accomplish. That way, even if we don’t quite get there, we’ll still get further than if we set our sights too low.
Our client relationships typically develop over 4 steps.
Discovery Assessment | Analysis & Evaluation | Plan Development | Implementation
Discovery Assessment
We really look forward to introducing ourselves, whether on your turf or ours, or even online. We’ll get to know what matters to you, and discuss your expectations and options.
With an understanding of your situation, dreams, and concerns, we’ll work together to pursue your aspirations and address your risks.
Our discovery assessment helps us understand your needs and goals, and informs our interlinked plans for the key contributors to your wealth and prosperity.
Discovery Assessment
We will help you bring your current financial situation, risk and spending into focus.
Personalized Cash-Flow Planning
We identify and address your specific constraints, goals and objectives.
Retirement Preparedness
We conduct an in-depth analysis of your investments, retirement plans, social security and timeline.
Risk Management Assessment
We provide an analysis of your life, disability, long-term care and other risk management needs.
With an understanding of your situation, we'll help you find the right strategies for your long-term success, and solutions for your short-term needs.