Working With Wes

You deserve more than a cookie-cutter approach. You deserve a process that's simple, transparent, and focused on you.

Video: Wes Explains the Process
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The Process

Here's what it looks like when we work together—a clear path from our first conversation to ongoing partnership.

Picture: Wes with Client
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Getting to Know Each Other
We'll discuss your goals, review your current 401(k), and assess if we're a good fit. If so, I'll help you open your SDBA and begin reallocating your investments to better align with your objectives.
Strategy & Plan Development
Over 2-3 weeks, we'll build your comprehensive financial plan. This collaborative process covers your complete financial picture—401(k) management, tax planning, income strategies, estate planning, and risk management. You'll have absolute clarity on where you're headed and how we'll get there.
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Picture: Wes with Client
Picture: Wes with Client
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Long-Term Partnership
Our relationship continues long-term. I'll continuously monitor your investments, proactively adjust your strategy as markets and tax laws change, and update your plan as life evolves. Whether changing jobs, planning major purchases, or navigating transitions, you'll always have a trusted advisor in your corner.

Everything You Receive

Working with me means having a partner who's invested in your success—not just your portfolio's performance. Together, we'll make sure every part of your financial life is working in harmony.

◆ Core Financial Planning
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Investment Management

Active management of your 401(k) and other accounts, aligned with your goals

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Holistic Financial Planning

A big-picture plan connecting all areas of your financial life

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Tax Planning

Proactive strategies to help you keep more of what you earn

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Income Planning

Creating steady, reliable income for retirement and beyond

◆ Protection & Risk Management
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Insurance Planning

Protecting your family and future from life's uncertainties

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Long-Term Care Planning

Preparing for your own care needs and possibly your parents'

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Healthcare Benefits Review

Guidance on coverage choices and costs throughout your life

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Asset Location Strategy

Positioning your money for maximum tax efficiency

◆ Legacy & Family Planning
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Estate & Legacy Planning

Ensuring your wealth passes on exactly as you intend

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Education Planning

Smart strategies to fund your children's future education goals

This isn't a one-size-fits-all checklist—it's a roadmap designed around you, your family, and your peace of mind.

Picture: Wes with Clients
Picture: Wes with Clients
Picture: Wes with Clients

Ready to Get Started? Let's Talk

Schedule your free consultation and discover how we can build a financial plan designed around your goals, your life, and your future.

Schedule Your Free Consultation