We’re excited to share that Taylor Wong, recognized by Forbes as one of the 2024 Best in State Top Financial Security Professionals, has been featured in Forbes for his article, "All Roads Lead to Business Planning." In this piece, Taylor emphasizes that, ultimately, all business paths lead to exit planning—often marking the start of a new chapter for the business.
He recounts the story of a client who owned a family-run contracting business facing significant financial hurdles. By focusing on fundamental protection planning—such as wills, trusts, and optimizing insurance coverage—the business was able to achieve a remarkable turnaround. With WestPac’s resources and Taylor’s guidance, the business owner gained the confidence and financial stability needed to prioritize both growth and family.
Having owned several businesses himself, Taylor is able to see "the big picture" and understands the day-to-day challenges of owning a business in Hawaii. He uses that knowledge to work with individuals and business owners to help create financial strategies for their success.
Check out the full article on Forbes: https://www.forbes.com/sites/top-financial-security-professional/2025/02/19/all-roads-lead-to-business-planning/
Aimee DeYoung is a Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | 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. | 7658994.1 Exp. 02/27