Wealth Planning
Designing your life without a financial plan is like building a house without blueprints.
At Westover Capital, our experienced team will craft a plan incorporating all the critical elements, so that you can make informed decisions and realize your financial vision.
Wealth Planning
Cash Flow Management
Compensation Advice
Debt Management
Insurance & Risk Management
Retirement
Readiness Analysis
401k/IRA Distribution Management
ROTH Conversion
Social Security & Medicare
Rollover Planning
Estate & Trust
Document Review & Titling
Gifting and Legacy Wealth Transfer
Business Succession
Charitable Giving and Donor-Advised Fund
Westover’s Planning Process
Building, protecting, and passing on your legacy requires careful analysis of your goals with an integrated, strategic approach. At Westover, we understand the challenges you face and have the strategies you need to manage your wealth efficiently.
Our comprehensive planning process begins by understanding who you are and what matters most to you. Together, we walk through these simple steps to tailor the right plan for you:
Discovery & Information Gathering
Analyze & Evaluate
Recommendation & Implementation
Monitor and Adjust
Reevaluated periodically and adjustments made as necessary to meet changing goals.
Book an Appointment
Ready to take control of your financial future? Schedule a consultation with our expert financial advisors today through the button below!
