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We’ve been helping business owners like you strike a harmonious balance between their business and personal planning objectives. We realize that for you, everything in your financial world begins and ends with your business. Whether it’s retirement planning or healthcare decisions, your situation doesn’t fit the traditional planning mold.

As a business owner, you have the opportunity to dictate your own financial success in a way that few others do. However, that opportunity comes at the risk of a great deal more to lose if life doesn’t unfold as planned. During the course of the WestPac Wealth Partners planning process we will help you protect your business from loss, provide strategies to recruit, retain, and reward key employees, and most importantly guide you on when and how you can ultimately exit your business, helping to ensure that you and your family receive the full value of your life’s work.

Your WestPac Team

In addition our Team also consults in the areas of:

Business & Personal Planning

Entity Selection

Tax Deferral Strategies

Maximization of Tax Deductions

Estate Planning & Asset Protection for Business Interests

Income Tax Planning Strategies

Business Succession/Exit Planning Strategies

Investment Portfolio Construction & Management

There is no initial out-of-pocket expense, and there are no hidden fees. To learn how WestPac can help pull your plan together and give you the clarity you've always wanted, contact us today for a no-obligation appointment in-person or via an online meeting to see if we are a fit for you. It really is that simple! 

Scottsdale

Kierland Corporate Center
7047 East Greenway Parkway, Suite 460
Scottsdale, AZ 85254-8107
Hours: 9am - 5pm, Monday-Friday