WestStar Prosperity Partners
WestStar Prosperity Partners offers a comprehensive range of financial planning services with a unique 360˚ approach, utilizing digital tools to ensure transparent and dynamic financial planning.
Financial Planning Services
WestStar Prosperity Partners offers a comprehensive range of financial planning services. These services include financial planning, equity compensation planning, retirement planning, estate planning, investment management, insurance, tax planning, education planning, and business planning. Their approach aims to cover all aspects of a client's financial needs, providing a one-stop-shop for financial advice and guidance.
360˚ Financial Planning Approach
The company implements a unique 360˚ financial planning approach. This methodology helps clients achieve predictable financial outcomes by utilizing a digital dashboard and a Navigator 360° roadmap. These tools make financial planning transparent and dynamic, allowing clients to track their progress in real time and adjust their plans as needed.
Specialized Advisory Services
WestStar Prosperity Partners provides specialized advisory services tailored to different client groups. These groups include Pathfinders, Aviators, Retirement Trailblazers, and Business Pioneers. By catering to the specific needs of each group, the company ensures that their financial strategies are personalized and effective.
Holistic Financial Planning
WestStar Prosperity Partners employs a holistic financial planning approach. This approach integrates both personal and business financial goals to create a cohesive financial strategy. By considering the full financial picture of their clients, they aim to provide more robust and effective financial planning solutions.
Educational Resources and Tools
The company offers a range of educational resources and tools designed to help clients better understand their financial options. These resources include eBooks and comprehensive guides on equity compensation and other financial topics. By providing these tools, WestStar Prosperity Partners empowers clients to make informed financial decisions.
Network of Advisors
WestStar Prosperity Partners supports clients with a network of advisors across multiple states. These states include Washington, Oregon, California, Nevada, South Dakota, Idaho, and Alaska. This extensive network ensures that clients can access professional financial advice no matter where they are located.