The focus of WestPac Orange County is to become your quarterback for all your financial decisions. We will guide you in implementing the right business strategies to generate the highest possible tax deductions and increase your cash flow in order for you to fully concentrate on your business goals.
At WestPac Wealth Partners, we've been helping business owners like you strike a balance between their business and personal planning objectives. We realize that for you, everything in your financial world begins and ends with your business. As a business owner, you have the opportunity to dictate your own financial success. During the course of the WestPac Wealth Partners planning process we will help you protect your business from loss, provide strategies to recruit, retain, and reward key employees, and most importantly guide you on when and how you can ultimately exit your business, helping to ensure that you and your family receive the full value of your life's work.
WestPac Orange County financial advisors, insurance agents, wealth building and management professionals work tirelessly to envision and enhance our clients’ goals by designing a customized strategy and creating a life map to achieve and protect their wealth. This life map may include products and services like retirement services, wealth accumulation services, business planning, and estate planning.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0G73119 *Designation holder is not permitted to provide services that would qualify them as an ERISA fiduciary for a qualified plan
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