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 approach. The first step in our financial planning process revolves around understanding your goals—considering both short-term and long-term plans. Goals differ and can range from acquiring a new car, deciding on stock options, exiting your business, or planning for retirement. Each client is unique, and we invest time in comprehending your specific goals, family structure, and business dynamics.
Through fact-finding discussions, we gain a deep understanding of where you currently stand and where you aspire to be. This involves a thorough examination of assets, liabilities, and cash flow on a balance sheet. We delve into protection strategies, estate planning strategies, and tax diversification. The coordination of these elements forms a cohesive plan throughout the process. Working together, we provide clients with education, guidance, and a roadmap for financial coordination.
Our focus is on striking a balance between enjoying today's lifestyle and protecting tomorrow's financial future. Client relationships are built for the long term. It's not a sprint but a marathon. We collaborate with clients over an extended period, defining and refining their blueprint as we understand their goals and map out the journey to achieve them.
Nichole Mayer is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0F54659. | Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. | 2024-167991 Exp. 01/26