Hitch Your Wagon to WestStar

Aiming high is always the best direction to take. As Aristotle reminds us, “Our problem is not that we aim too high and miss, but that we aim too low and hit.”

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.

This doesn’t mean that realism plays no role in our thinking: we approach your goals realistically but with ambitious thinking at the core of our approach.

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.

At WestStar we look at our Discovery Assessments from four perspectives

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.

Social Security Analysis
We conduct an in-depth analysis of your available Social Security claiming options.

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 work together to pursue your aspirations and address your risks.  We evaluate your assets, income, expenditure, taxes, goals, and risks, and help you find the right tracks for your long-term success, and solutions for your short-term needs.

Meet our WestStar Advisors