"I help Travel Nurses crush their financial goals by helping them Optimize Taxes, Accelerate Retirement Savings, and Maximize Investments."
AS FEATURED ON
Why Wesh Financial
TRAVEL NURSE TAXES
We understand Travel Nurses' unique tax situation, and know how to prevent big tax bill surprises come filing time.
TRAVEL NURSE RETIREMENT PLAN
We know how to help you save for retirement even if you don't have access to an employer's 401(k) plan.
We understand that you're always on the move. So our services are always 100% virtual.
Does This Sound Like You?
You're a travel nurse and you’re worried about taxes and that you're missing out on the opportunity to leverage your travel income to transform your financial life.
You have debt and you know that you would be in a better position without it. But you don't know the best way to pay it off, or if you should do something entirely different like investing.
You still have 401(k)s at previous staff nurse positions or travel agencies that you're no longer with and you don't know what to do with them now
You feel stuck because you have no idea how to make smart and calculated financial decisions despite the amount of money you make.
You're worried about your options getting a mortgage and other loans because a significant portion of your compensation isn't taxable income.
You're just completely OVER trying to figure out each aspect of your financial life on your own without knowing for sure if you’re doing the absolute best thing?
FREQUENTLY ASKED QUESTIONS
Who is Your Ideal Client?
Travel Nurses in the early stages of wealth building i.e. has an investment horizon of 25 years or more. On average expects to earn an annual gross salary of $90,000 or more as a single individual. Has the ability to save a minimum of $1,500 per month, and wants a long-term financial planning engagement with an advisor.
What are Your Client Dealbreakers?
We won't work with people who are ok with fraudulent tax activity, even the "small stuff" (we will not go to jail for you). We don't work well with speculators, day-traders, DIYers or anyone who doesn't see the value of professional help.
Are You a Fiduciary?
Yes. We are obligated to always act in your best interest. And better yet, we sign an oath to that with each client agreement.
How are You Paid?
Many of our clients start off with zero to very modest assets to begin with. Because of this, we offer a MONTHLY SUBSCRIPTION until clients accounts grow enough to bill -- at which point the monthly subscription will end. We never get paid from anyone other than our clients. We never get paid for selling anything to our clients. We don’t lose money if our clients decide against our recommendations. Our clients always maintain control of their money. That’s how we remain conflict free.
Can I Only Work With You if I'm Currently a Traveler?
No. We specialize in serving travel nurses. But we also serve staff nurses and other allied health professionals e.g. Physician Associates, Pharmacists and Chiropractors to name a few.