Purposeful planning for a lasting legacy.
Straightforward financial planning tailored to the needs of you and your family.
Expert advice at every stage of your retirement journey.
Personalized financial planning is at the core of everything we do. Whether you need clarity around your retirement, a savings plan for a large goal, identifying when you should trigger a pension or Social Security, or an efficient debt reduction strategy, we look at all the pieces in your financial picture to design a plan that works for you.
Just like a financial plan, everyone’s estate plan and goals are different. We can help you to identify these goals and design a tax efficient estate plan that satisfies your needs. From simple beneficiary designations to complex trusts, we offer the expertise and advice needed to implement the correct documents for your situation.
Financial Planning
A financial plan from Westhollow is built around your complete picture. That means we look at where your money is going, where it needs to go, and what the tax consequences of every major decision will be along the way.
Retirement Planning
Most people approaching retirement have done the hard part: they've saved. What they haven't done is build a distribution strategy — a clear, tested plan for how the money comes out, in what order, and what happens when markets drop in year three.
Tax Strategy
Every Westhollow client has their tax return reviewed annually as a standard part of the engagement. Not as an upsell. Not as a separate service. It's built in because a 1040 is one of the most useful planning documents that exists.
Estate Planning
At Westhollow, we handle the financial side with the same rigor we bring to retirement and tax planning. And when you need an attorney, we can connect you with vetted professionals who understand how to work within a coordinated plan.
Frequently Asked Questions
Are you a fiduciary?
Yes. As a CFP® professional I am held to fiduciary standard. You can trust that every recommendation made is always in your best interest and designed to put you in the best financial position possible.
Do you work with clients virtually?
Absolutely! We would love to see you in the office, but we understand this is not always possible. Our platform allows us to seamlessly work with clients anywhere in the country.
How much do your services cost?
The cost of our services will vary depending on your needs and the complexity of your financial picture. Investment management fees range from .75% - 1.70%.
What makes you different from other financial advisors?
Westhollow Wealth takes a comprehensive and custom approach to every financial situation. We do not just look at retirement projections and design a portfolio based on your age or a predetermined mix of stocks and bonds. We take the time to meticulously examine every aspect in your financial and estate planning picture. We then create an investment portfolio designed to outpace inflation and protect your cashflow in down markets that will help you to accomplish your goals.
We pride ourselves on education. Our team will make sure you are comfortable and understand all our recommendations in plain English, not jargon. We do not believe in budgets. Instead, we focus on behavioral coaching to create lasting positive change in our clients’ lives. Lastly, our team understands that tomorrow is not promised. We strive to create a balance between saving for your future self while still enjoying today.
Purposeful planning for a lasting legacy.
Straightforward financial planning tailored to the needs of you and your family.
