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Thursday, May 23, 2024

The despairing situation in Israel and Palestine has shocked the world. We feel the deepest sorrow for all the lives lost and witness the continually rising death toll in anguish. As of May 10, 2024, over 35,000 people have been killed...

Tuesday, May 21, 2024

Entering retirement marks a brand-new chapter in life. By strategically prioritizing and working closely with your financial advisor, you can create a comprehensive retirement plan that exceeds your expectations. When contemplating...

Friday, May 17, 2024

For the second consecutive year, the spirit of giving filled the streets of Las Vegas as WestPac proudly participated in the 2024 Walk for Wishes event. This annual tradition, which stemmed from my involvement on the Board for...

Tuesday, May 7, 2024

As we honor Disability Insurance Awareness Month, WestPac Wealth Partners stands at the forefront of comprehensive financial planning, prioritizing holistic solutions to protect your financial well-being. In a landscape where...

Thursday, April 25, 2024

We're thrilled to announce that Michael Olivia, our Senior Partner, has been spotlighted in Forbes for his thought-provoking piece titled "Touchdown Tactics: Effective Strategies in Football and Finance." The realms of football and...

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Thursday, April 18, 2024

There are things to consider regarding your Health Savings Account (HSA) if you have a High-Deductible Health Plan (HDHP) and you're nearing Medicare eligibility (around age 65). Here's the catch: Once you enroll in Medicare at 65...

Wednesday, March 27, 2024

Consider this scenario: A traveler wakes up in a foreign place with three items—the clothes on their back, a map in a language they can’t interpret, and 10 coins. As they begin walking down what they think is a path, a...

Tuesday, March 26, 2024

Individuals over 70½ can obtain income tax benefits from charitable contributions through qualified distributions from an IRA, even if they opt for the newly enhanced standard deduction. The percentage of taxpayers claiming...

Thursday, March 21, 2024

We're thrilled to announce that Spencer Dung, the Managing Director of WestPac® Wealth Partners in Hawaii, has been chosen as one of the distinguished recipients of the 20 For The Next 20 award by Hawaii Business Magazine. This...

Wednesday, February 28, 2024

Where Do You Begin? Planning for a successful future can seem overwhelming. Where do you start? How do you make time? Which questions should you ask? Today, we'll present a process that can help you organize your thoughts and put you...

Tuesday, February 27, 2024

Millennials express a strong desire to retire early, as demonstrated by a recent Charles Schwab survey which found that the average age millennials expect to retire is 60.[1] This goal is seven years earlier than the current Social...

Thursday, February 15, 2024

The reduction of the estate tax exemption sunsetting in 2026 is indeed a significant concern for many individuals, especially those with substantial assets, such as service academy graduates and clients heavily invested in real estate....

Tuesday, February 6, 2024

In a world where workplace culture is increasingly recognized as a key factor in employee satisfaction and success, being acknowledged as one of Fortune's Best Medium Workplaces is a prestigious honor. These accolades not only...

Tuesday, January 30, 2024

As we embark on the journey into the new year, now is the ideal moment to lay the foundation for financial prosperity, not only for the year ahead but the future you hold. Westpac Wealth Partners provides clients with a comprehensive...

Tuesday, January 9, 2024

Exciting News: WestPac® Wealth Partners Recognized Among the Top 100 Best Companies to Work For in Oregon in 2024! I'm thrilled to share the fantastic news that WestPac Wealth Partners has made the 2024 list of 100 Best Companies...

Thursday, December 14, 2023

WestPac® Wealth Partners ranked #1 Best Workplace for Parents™ in mid-size companies by Fortune! This achievement is a testament to the incredible efforts our organization has put into creating a supportive and...

Friday, December 8, 2023

This past weekend marked a monumental moment for me—a journey that intertwined personal dedication, professional support, and a heartfelt cause. As I laced up my running shoes and participated in the St. Jude's Memphis Marathon,...

Thursday, November 30, 2023

Business owners are used to having control. But some things are uncontrollable, and without a plan, those uncontrollable things can create negative consequences that reverberate. Consider the story of a fictional but...

Tuesday, November 28, 2023

The recent data breach and its impact on your personal information may have you concerned. Discover a straightforward measure to safeguard your identity starting today. Constantly bombarded with headlines like the Equifax leak of 143...

Tuesday, November 7, 2023

The world we live in, with social media and its many platforms and facets, has introduced or instead reinforced, the era of the Selfie. Ironically, when most people post to social media to "share" with the rest of the world, the real...

Tuesday, October 31, 2023

Great Place To Work® and Fortune magazine have selected WestPac Wealth Partners as one of the 2023 Fortune Best Workplaces for Women™ List. Earning a spot means that WestPac is one of the best companies to work for in the...

Thursday, October 26, 2023

Retirement planning is a crucial aspect of financial well-being that often requires careful consideration and strategic decision-making. As individuals progress through different stages of life, their priorities and financial...

Wednesday, October 25, 2023

Many business owners choose to sell their businesses to third parties for several reasons. If you're thinking about pursuing a third-party sale as your business exit strategy, consider these four steps to prepare yourself for a...

Friday, September 29, 2023

Over the past forty years, reaching the age of 65 used to signify the moment for exiting your job, initiating your pension, claiming Social Security benefits, and enrolling in Medicare. However, times have changed. The landscape of...

Wednesday, September 27, 2023

Business owners deserve to get full value for their businesses when they decide to retire. But who determines what "full value" is, and how do you create it? Let's look at three strategies you can implement to pursue and build your...

Thursday, September 21, 2023

As a Certified Public Accountant (CPA) for more than a decade, I've come across a lot of people with different questions about the financial intricacies that shape our lives. One of those topics that is often misunderstood...

Tuesday, September 19, 2023

As the warm embrace of summer gradually gives way to the golden hues of autumn, we find ourselves reflecting on the significance of balance in our lives. At WestPac Wealth Partners, we understand that while professional success is...

Friday, September 8, 2023

We are excited to share that Fortune Magazine has once more acknowledged WestPac Wealth Partners as the #1 Best Workplace in Financial Services & Insurance and Top 100 Best Medium Workplaces™ in the United States. In a...

Thursday, September 7, 2023

Most of us love instant gratification, finding the immediate rewards remarkably fulfilling. While that does feel phenomenal in the moment, it is usually something devoid of substance and quality. When we work hard for something and/or...

Wednesday, August 30, 2023

Many successful business owners (and their families) look forward to retirement. After years of hard work, retirement allows business owners to kick up their feet and live the dream. But, what if that dream doesn’t exist for your...

Wednesday, August 23, 2023

We are excited to announce that Vladi Sasic, a valued member of our WestPac team, has received accolades from Forbes as a Best-in-State Top Financial Security Professional for Arizona. This remarkable achievement is a testament to...

Thursday, August 17, 2023

Parents who prioritize getting their children into top-ranked schools, regardless of the cost, can save a significant amount of money by understanding the true factors that lead to positive outcomes for their children. With some...

Monday, August 14, 2023

We are absolutely thrilled to share that Alex Jakovljevic, our exceptional team member at WestPac, has been acknowledged by Forbes 2023 as a Top Best-in-State Financial Security Professional in California. This prestigious recognition...

Friday, August 11, 2023

We are excited to announce that Nikola "Nick" Novakovic from WestPac Wealth Partners has been acknowledged by Forbes as one of the Top Best-in-State Financial Security Professionals in Florida. This prestigious recognition is a...

Tuesday, August 8, 2023

SOURCE: FORBES.COM HAWAII TOP SECURITIES PROFESSIONALS (AWARDED JULY 2023. DATA COMPILED BY SHOOK RESEARCH LLC FROM 12.31.21-12.31.22 We are pleased to share that Forbes has recognized Liang Lee of WestPac Wealth Partners as a...

Tuesday, August 1, 2023

We are pleased to announce that Michael Olivia, a member of our team at WestPac, has achieved an impressive ranking in the renowned Forbes Best-in-State Top Financial Security Professionals. In the state of California, Michael has...

Thursday, July 27, 2023

We extend our heartfelt congratulations to our esteemed wealth advisors, Michael Olivia, Vladi Sasic, Aleksander Jakovljevic, Nikola Novakovic, and Liang Lee, for their well-deserved recognition as Best-in-State Wealth Advisors 2023 by...

Wednesday, July 26, 2023

Just like every business is unique, so are the plans owners have for transitioning out of business. Their financial and values-based goals, the desired exit path, and their timeline are all specific to their personal and professional...

Tuesday, July 18, 2023

We are thrilled to announce that Brennan Drew, vice president and financial advisor, has been recognized by Yahoo Finance for his insightful article titled "WestPac Offers Informative Series To Bolster Small Businesses’ Financial...

Thursday, July 13, 2023

When it comes to estate planning, an untrustworthy executor can undermine even the most meticulously crafted will. Selecting a reliable executor is crucial to ensure your assets are distributed correctly.

Tuesday, July 11, 2023

For the fourth consecutive year, Westpac Wealth Partners takes immense pride in being Certified™ by Great Place To Work®. This prestigious recognition is solely based on feedback from our current associates, highlighting...

Tuesday, July 11, 2023

We all love California’s coastline, sunny days, mild winters, and access to magnificent nature. Of course, pros are often balanced out with cons. Luckily, the cons we are referring to here are more like maneuverable hurdles and...

Monday, June 26, 2023

We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of Exit Planning. We also understand that, at some point, all owners exit their businesses. When that...

Tuesday, June 13, 2023

Wealth management is a critical aspect of financial planning and achieving long-term prosperity. As more individuals seek professional assistance in managing their wealth, esteemed firms are expanding their presence to cater to the...

Friday, May 26, 2023

Recently, WestPac has launched a new philanthropic landing page on our website, which highlights our charitable initiatives and partnerships. This page provides a platform for us to share our philanthropic goals, the impact we hope to...

Tuesday, May 23, 2023

Many people believe that succession planning and Exit Planning are one within the same and can be used interchangeably when talking about owners who are in the process of leaving their businesses. However, this misconception can end up...

Tuesday, May 9, 2023

At WestPac Wealth Partners, we are thrilled and honored to be recognized as an Inc. Best Workplace for 2023. After collecting data from thousands of submissions, this prestigious award is a testament to the dedication and hard work of...

Tuesday, April 18, 2023

You can view the article on Forbes: 

Thursday, March 30, 2023

We are thrilled to welcome Bailey Creager and Aimee DeYoung to the WestPac Marketing and Development team!

Wednesday, March 29, 2023

Let’s say you’re stranded on a desert (not deSSert) island with a group of 15 OTHER individuals, think LOST (not cupcake wars). The exception is, this time, all that is needed to get off the island is to travel to an...

Monday, March 27, 2023

Anyone hoping to become a professional athlete must work hard on the fundamentals. Those annoying essential drills and exercises ensure you can score even when the pressure from the crowd, other teams, and time left on the board creep...

Friday, January 20, 2023

With the new year upon us, many people have begun their journeys to fulfill their New Year’s resolutions. For business owners, it’s no different. Between creating goals for the business to achieve and assuring that the...

Thursday, December 15, 2022

Liang Lee Ranked #1 in Forbes Top Best-in-State Financial Security Professionals in HawaiiWestPac is proud to announce our very own Liang Lee has been selected by Forbes as #1 Top Best-in-State Financial Security Professional in Hawaii...

Friday, December 9, 2022

 We are extremely excited to share Alex has been published on Forbes.com for his recent accomplishment of being named a Top Financial Security Professional. 

Monday, December 5, 2022

Owning a successful business is a constant exercise in planning. Many successful business owners have already committed to personal financial planning, including investing and providing financial protection for themselves and their...

Wednesday, November 9, 2022

Many business owners believe they have plenty of time to create a successful plan for the future of their businesses. Most commonly, owners think that if they give themselves a few years, they can transform their businesses into...

Wednesday, November 9, 2022

We are pleased to announce that our CEO, Nash Subotic, was recently interviewed, then featured in the California Business Journal. As a firm, we are committed to helping people reach their goals and to live better lives. WestPac Wealth...

Tuesday, October 18, 2022

We're proud to announce that WestPac Wealth Partners has been named a finalist for the Best Workplaces for Parents 2022! The award recognizes companies that offer exceptional benefits, policies, and programs to make the workplace more...

Monday, October 10, 2022

The modern business landscape, and the Exit Planning industry, has plenty of variables. Unprecedented occurrences can happen at any given time. With the COVID-19 pandemic, we saw how many businesses were unprepared for sudden changes...

Thursday, September 8, 2022

Successful business owners may face a conundrum as they pursue success. “Though my competitors do something similar, they don’t do it the way I do it. So, how do I know the right way to achieve success, especially if I...

Wednesday, August 3, 2022

This month Forbes Announced their Top 100 Financial Security Professionals in America. WestPac is honored and pleased to announce that out of 35,465 qualifying nominations, Aleksandar Jakovljevic was selected to be one of the Top 100...

Tuesday, August 2, 2022

Business owners seldom seek to exit their businesses without attaining financial security. They understand that one requirement of financial security is to grow business value, but many struggle to achieve this goal. Fortunately for...

Thursday, July 21, 2022

WestPac Wealth Partners has recently been nominated as a Fortune Best Workplaces for Millennials. We believe this is important because it shows that our employees feel valued, making them more productive in the workspace. We have...

Tuesday, July 5, 2022

If you co-own your business, the business-continuity agreement (or buy-sell agreement) is one of the most important documents that you will sign. If you have a buy-sell agreement that is out-of-date, not reviewed, or focuses on the...

Thursday, June 23, 2022

It's no secret that a healthy workforce is a productive one. In this article, we are going to share key points on how to craft a simple, balanced health and wellness program for your employees. The most significant benefits are...

Thursday, June 2, 2022

In this issue we discuss how owners of mid-sized business are making decisions about their futures in a quickly changing economy. As exit planners, we consistently urge business owners to take the initiative when planning their exits....

Thursday, May 12, 2022

Friday, May 6, 2022

Thursday, March 31, 2022

Friday, March 18, 2022

Tuesday, March 1, 2022

Wednesday, February 23, 2022

Monday, February 7, 2022

Nash Subotic's amazing journey began in war-torn Bosnia. It's where he first learned to go "all in." “You look at the world differently,” he says. “Tomorrow could be your last day on earth. So you want to make an...

Tuesday, January 25, 2022

Monday, December 20, 2021

Once owners see that the two processes share the same goals, they can appreciate how to leverage the time and money they spend developing their Exit Plans into the design of their estate plans.

Wednesday, November 17, 2021

Successful business owners constantly strive for growth. And when everything’s humming along, it can be easy to think the good times will last forever. However, it’s crucial to protect yourself, your company, and your...

Monday, October 25, 2021

As a successful business owner, you know how important asset protection is. However, many business owners look past an important question when protecting their assets: “Why am I doing this?” A cursory glance at that...

Tuesday, October 19, 2021

Spectrum Wealth Management is a proud member of the beautiful Hawaii community. Over their fifteen years as a firm, Adelia and Bryan of Spectrum Wealth Management have built many relationships with clients and business partners,...

Thursday, October 14, 2021

Professional athletes sometimes make as much money in a week as other people might make in a year. With that level of income, how is it that so many recently-retired athletes face financial problems? With 78% of NFL players and 60% of...

Thursday, October 7, 2021

Peter Daniels wanted to leave his food processing plant in five years by selling it for enough cash to maintain a comfortable lifestyle. A quick review of the company’s financials suggested that with a current annual cash flow...

Thursday, September 30, 2021

If enacted as-is, the tax reform proposals introduced by the Biden Administration and members of Congress could turn tax planning, as we know it, on its head. Corporate tax rates could increase from 21 percent to 28 percent The Section...

Monday, August 16, 2021

WestPac® Wealth Partners is officially a Great Place to Work for Millennials for the second consecutive year since 2020! Millennials make up approximately 45% of our team and are an important piece of our WestPac culture. Great...

Tuesday, August 3, 2021

In all likelihood, you are absolutely critical to the success of your business. Without you, there is no business. We want to fix that. With a little luck and a lot of hard work, we can help you become an Inconsequential Owner. Having...

Tuesday, June 15, 2021

Myth: "My CPA will tell me when it is time to start planning for my business transition." (Replace CPA with "attorney," "financial planner," or "insurance professional" and the myth remains intact.) Fact: Your advisors, be they...

Monday, May 24, 2021

Congrats to Theo Stiller and Christopher Chow from our Hawaii team for their recent feature in the Honolulu Real Producers magazine! Theo and Christopher were featured for their unique approach to financial advisement – which...

Tuesday, May 18, 2021

Soon President Biden will be rolling out his tax plan for the upcoming year. This article addresses the most important proposed federal tax changes found in his plan. Note that specifics for the proposals are often lacking, but we...

Wednesday, May 12, 2021

Inc. Magazine has recognized WestPac Wealth Partners as a 2021 Best Workplace, marking the second year running that we have received this award! We are incredibly proud to have earned this recognition, especially after a year that...

Friday, May 7, 2021

As advisors, we often hear from business owners some variation of the following comments: “I think it is time to back away from my business.” “I'd really like the freedom to do whatever I want, whenever I want.”...

Friday, April 2, 2021

Owner has already achieved financial security. Owners who have already achieved financial security (separate from and prior to any sale or transfer of their companies) enjoy the luxury of selling to their key employees. They may have...

Thursday, March 25, 2021

WestPac Wealth Partners has been recognized by Fortune Magazine as a Best Workplace in Financial Services & Insurance for 2021! Fortune Magazine partners with the Great Places to Work program to anonymously survey thousands of...

Monday, March 22, 2021

We're on the list! WestPac Wealth Partners is on San Diego Business Journal's The List as a top firm in Life and Health Insurance Services. We are honored to receive this recognition and know that it would not have been possible...

Thursday, March 18, 2021

WestPac Wealth Partners has been named one of the 250 Fastest-Growing Private Companies in California by Inc. Magazine! We are constantly striving to achieve new heights and have some exciting changes coming, so while we are extremely...

Monday, March 15, 2021

We are thrilled to announce that WestPac Wealth Partners has been listed as one of the Best Companies to Work For in Oregon by Oregon Business Magazine! Each year, Oregon Business surveys employees across the state to identify those...

Wednesday, February 24, 2021

We’ve all pitied the well-past-his-prime athlete who refuses to retire. Does the aging business owner who stays in his business deserve our pity as well? Is there something wrong with an owner who refuses to retire — not...

Friday, January 8, 2021

It is safe to say that this year was full of surprises. Some businesses thrived, while in other areas jobs were lost, companies were forced to go under, and we even lost loved ones along the way. Many businesses were affected by the...

Tuesday, December 15, 2020

WestPac has been featured by Fortune three times so far for being a great workplace. But our firm is more than just one of the best companies to work for; it’s one of the best companies you can do business with. But what makes...

Tuesday, December 8, 2020

The list of our best workplace awards continues to grow. WestPac was recently ranked one of the Best Workplaces for Parents in 2020!

Monday, October 19, 2020

Once again, Fortune Magazine has recognized WestPac as one off the top 100 medium-sized workplaces in the United States. Fortune magazine anonymously surveyed thousands upon thousands of employees across the nation, receiving feedback...

Thursday, October 8, 2020

People have always been at the center of WestPac Wealth Partners, including its associates, clients, community, and the world. An integral part of our process is our focus on the values, dreams, and goals of those around us, keeping...

Wednesday, October 7, 2020

San Diego Business Journal announced their list of Best Places to Work in 2020, and WestPac Wealth Partners does it again! Landing in the 1st place spot, our firm is honored to come out on top among the best workplaces in San Diego. A...

Wednesday, August 19, 2020

Since its founding, WestPac has made working with quality people a priority. As a result of this focus, our team members naturally have various backgrounds, cultures, beliefs, and traits. At our firm, we believe in celebrating our...

Monday, August 10, 2020

WestPac has been named as one of Fortune Magazine’s Best Workplaces for Millennials, landing the 5th place spot. This means millennials really like working at WestPac! Out of more than 4.9 million U.S. employees, our associates...

Thursday, May 28, 2020

Amid an uncertain financial climate due to the COVID-19 pandemic, WestPac Wealth Partners remains strong and brings more support to its communities and clients by expanding its footprint and opening a new office of financial advisors...

Wednesday, May 27, 2020

In the space six months, WestPac Wealth Partners has received three awards – two from Fortune Magazine and one from Inc. Magazine. In October 2019, Fortune named WestPac as one of the top mid-sized companies to work for (at that...

Wednesday, May 6, 2020

As they say, the third time’s the charm! We are excited to announce that WestPac Wealth Partners was recently named as one of Inc Magazine’s Best Workplaces, making this the third time this year that our firm has landed on...

Tuesday, April 21, 2020

WestPac Wealth Partners was just named as the best place to work in Hawaii! Hawaii Business Magazine recently ranked our Honolulu office #1 on its list of the state's best paces to work 2020 in the small companies category. We are...

Tuesday, April 14, 2020

We are pleased to announce that WestPac Wealth Partners was recently ranked #1 on Fortune Magazine’s list of Best Small and Medium Workplaces in Finance and Insurance! We are incredibly proud of our being named the best firm in...

Friday, December 20, 2019

In a world where change is constant and there are as many opinions about a topic as there are people, it is critical for a company to create a culture where differences are accepted, embraced, and understood. By so doing, it creates an...

Thursday, December 5, 2019

You just opened your first personal business. Everything is running smoothly, clients are happy, and life is good. Next, your expenses come. You need to get supplies, pay for utilities, and maybe even organize travel plans for...

Monday, November 25, 2019

In life, we all feel like we are part of something great. However, it isn't very often that you are able to b`e recognized for the difference you are making in the community. Today is one of those days where you get to see the fruits...

Wednesday, November 13, 2019

As 2019 finishes strong for WestPac Wealth Partners, the company is excited to bring new team members on board, expanding the company's reach into the state of Arizona. The new office opens in early December. WestPac Wealth Partners...

Monday, October 28, 2019

Community. That is what WestPac Wealth Partners in Las Vegas is all about. On September 27th, 2019, the Las Vegas Agency welcomed an impressive 400+ guests to their front doors for their Annual Block Party, doubling the headcount from...

Friday, March 15, 2019

I love to work with professional athletes. It probably has something to do with the fact that my wife and I used to play competitively, and we love the energy and drive that any professional brings to the table. I think it’s...

Thursday, February 14, 2019

The market has experienced significant volatility recently. Should this be cause for concern? In the article I wrote for Vegas PBS's Source magazine, I provide context. Additionally, I answer the question, "What does tennis great Roger...

Tuesday, January 15, 2019

A hearty congratulations to Michael Hess, RICP®, vice president and wealth management advisor with WestPac Wealth Partners in Beverly Hills, California. Michael was recently recognized by The Top 100 Magazine as one of the "Top Top...

Tuesday, January 1, 2019

The beginning of a new year is an opportunity to shore up old relationships and forge new ones. WestPac Wealth Partners is proud to be forming a new relationship with Northern Rockies Financial Group to help serve the state of Montana...

Monday, December 31, 2018

Congratulations to Travis Scribner, Managing Partner in our Vegas and Irvine offices, for being named one of the Top 100 Men of the Year by My Vegas Magazine.In this article, Travis describes what it means to protect, invest and...

Tuesday, October 30, 2018

Since its beginning in 2007, Wealth Strategy Partners has been proud to be part of the beautiful Hawaii community. We have built many strong and long-standing relationships with clients and business partners, spreading the Aloha Spirit...

Wednesday, October 17, 2018

As the owner of a closely-held business, you’ve worked long and hard to build the business to what it is today and what you have planned for in the future. Owning a business requires the coordination of many moving parts –...

Friday, August 17, 2018

When you want to attract and retain the best talent possible the “usual” benefits aren’t enough. That’s when you need to put everything on the table and go beyond the standard health benefits, 401(k), and two...

Thursday, July 12, 2018

Starting a business is like climbing a mountain; from the base it may look daunting but focus on taking it one step at a time and you will soon reach the summit. Some of the first steps to starting a new business may not be as...

Friday, May 4, 2018

At the 2012 Berkshire Hathaway annual meeting, Warren Buffett stated that the following was critical to all business owners: “If business schools could offer just one course, it would not be on stock trading, the efficient market...

Monday, April 30, 2018

We are pleased to announce that Jonathan Couwenberg has joined our firm as a Financial Representative.Jonathan came to the WestPac Irvine office from Merrill Lynch in Newport Beach. He enjoys spending time with his family and...

Monday, April 23, 2018

When we were kids, we were often asked, "What do you want to be when you grow up?". For some people, this question remains in their adult life. Another, possibly more impactful question that someone begins to ask themselves is, "What...

Monday, March 5, 2018

On December 22, 2017, the President signed the Tax Cuts and Jobs Act ("Act"). The Act will have a significant impact on businesses for many years to come. Many of the Act’s provisions are still unclear and will require IRS...

Tuesday, February 20, 2018

We have all heard that small businesses are the backbone of the U.S. economy, and according to Townsquared Resources there are 28 million small businesses in the United States (2016). A small business is defined by the Small Business...

Monday, January 22, 2018

Multimillion dollar contracts. Big-money endorsements. Lavish lifestyles. Professional athletes are famous not only for their elite skills and refined athletic prowess; many sporting celebrities are just as notorious for burning...

Wednesday, November 22, 2017

We are pleased to announce that Doug Weber has joined our firm as a Financial Representative. Doug is coming to the firm from US Bank, where he worked as an anti-money-laundering investigator. He is a graduate of the MBA program at the...

Thursday, September 7, 2017

According to the Social Security Administration, three in 10 workers entering the work force today will become disabled before retiring1. If you’re like many individuals today, you probably already have a lot of protection in...

Friday, August 25, 2017

It is a well-known fact that many professional athletes rake in a significantly higher income compared to other careers. Knowing this, it is still alarming how many of these professional athletes end up declaring bankruptcy after their...

Monday, August 21, 2017

We are pleased to announce that Riley Rankin has joined our firm as a Financial Representative. Riley is coming to us from Waddell & Reed in Lake Oswego and is a graduate of Pacific University '16. He enjoys sports, especially golf and...

Monday, August 7, 2017

We are pleased to announce that Malissa Dreyer is our newest Financial Representative at WestPac. She is coming to us from the U.S. Army after doing 8 years of active duty service. She recently graduated with a Bachelor's degree in...

Monday, July 31, 2017

College costs continue to skyrocket – at a pace that far exceeds the rate of inflation. But there is a bright side to planning for college expenses, and it’s getting a little brighter all the time – thanks to federal...

Monday, July 24, 2017

When you’re in business for yourself, every penny counts. That’s why it’s important to take advantage of as many tax deductions as you can. But the time to start planning for these deductions is not tax time –...

Thursday, July 14, 2016

We are pleased to announce that Lillie Bennett has joined our firm as the Marketing Coordinator. Lillie is coming as a recent graduate of Point Loma Nazarene University. She enjoys traveling, taking photos and exploring new places with...