Brian Westlaken
Through his caring and personalized approach, Brian helps his clients understand and choose from a variety of products that put them on a sound financial footing now and well into the future, even after they are gone. Brian helps identify financial concerns for families, professionals, and business owners. The concerns could be as simple as paying off debt if a primary income earner passes or is unable to earn an income. They could be tax-advantaged wealth accumulation strategies for high-income earners and business owners or strategies to help fund business partnership agreements.
Brian’s practice has grown with professionals, businesses, and families to safeguard and build their wealth and protect their estates. Brian listens attentively to what is important to his clients, their circumstances, and their loved ones. Thereafter a financial plan is constructed to assure, as much as possible, that goals are met, and in some cases surpassed. Brian meets with his clients on a regular basis, to review progress, and to update plans as circumstances change. The long-term goal of a financial plan is to protect and enhance client assets.
