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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
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
College Savings with Life Insurance
How can Life Insurance play a role in your college savings strategy?
Here's a breakdown of how the federal government spends your tax money.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estate planning is one of the best ways to leave a lasting legacy to your loved ones.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
There’s a link between debt and stress.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A bucket plan can help you be better prepared for a comfortable retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Women must be ready to spend, on average, more years in retirement than men.
Here are five facts about Social Security that might surprise you.
Making the most of surprises is a great reason to work with us.