top of page
nurse-3624463_1920.jpg

OUR SOLUTIONS.

Situation

You need to file your federal and state tax returns while taking advantage of every deduction and credit allowed you.

Solution

Tax Management

Feel confident once filing season comes around with a strategic tax planning approach that keeps your numbers in order so no detail falls through the cracks.

Situation

You find it challenging to stay on top of your travel portfolio, receipts and personal financial situation, and you need a streamlined solution to manage and access your financial life.

Solution

Get Organized

We'll identify, collect and organize all of your important financial and travel documents creating a private vault for easy and convenient access.

Situation

You want to take advantage of your peak earning years to fund an adequate nest egg to live your ideal post career life.

Solution

 Retirement Planning

Social Security, pension, stocks and more. We’ll identify all potential sources of income so you can look forward to your life past retirement.

Situation

You want to maximize your investment potential but you feel ill equipped to select and manage a winning strategy.

Solution

Investment Strategy

Accomplish your short- and long-term objectives with an investment portfolio tailored according to your unique risk profile.

Situation

You have people who depend on you financially and the loss of your income would be disastrous to them living a dignified life if something were to happen to you.

Solution

Insurance Planning

We'll conduct a comprehensive analysis of life, disability, long-term care and other risk factors to provide recommendations to mitigate or completely transfer risk to a third party

Situation

You feel overwhelmed by student loans and credit card debt and you want a personalized strategy to discharging your obligations

Solution

Student Loan and Debt Planning

We'll analyze your current debt obligations in light of your earned income and work to restructure your debt repayment in line with your short and long-term goals.

Situation

Life happens and your plan is only as good as the variables it's built on.

Solution

Review and Adjustment

Every quarter your advisor will review your financial position, revisit your needs and goals, and determine whether your financial strategy is still sound. If not, we'll make the necessary adjustments to keep you on track to reaching your goals.

Our Fees

We believe loyalty is earned. So our fees are structured in a way that allows us to grow with you from travel or staff nurse, or from residency to a board-certified attending physician.

4.png
5.png

STAY CONNECTED

  • Instagram
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube

© 2019 by Wesh Financial

bottom of page