A Resource in Building Your Financial Success.
At WestPac Wealth Partners we take pride of delivering cutting edge strategies. We give clients the confidence to take control of their lives and guide them to build a clear path to their financial future.
The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and enhances our clients’ goals through purposed macro-management, informed fiscal education, and experienced asset servicing solutions.Contact Us
Building Your Legacy
A four-step framework for building a personal legacy.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The ABCs of Financial Literacy
What’s your plan and is it in alignment with this?
Savings is a critical tool to ensure positive cash flow in your personal finances.
Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The true cost of raising a child may be far more than you expect.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are three things to consider before dipping into retirement savings to pay for college.
$1 million in a diversified portfolio could help finance part of your retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.