Our financial planning services.
Helping you simplify decisions, and move forward with confidence
A dedicated team to guide you through every phase of retirement.
Our team will conduct a full review of all your insurance policies including home, auto, umbrella, long-term care, disability, life, and employer provided benefits. We take the time to ensure you understand the coverage your policies provide, analyze if you are over- or underinsured, and determine if you are paying fair premiums for your policies.
Your nest egg is the gas in the tank that enables you to accomplish your current and future goals. Our team will design an investment portfolio tailored to your financial plan that provides you peace of mind in all economic cycles. Running out of money in retirement is a common fear that often leads to bad financial decisions. Utilizing a bucketing strategy, our portfolios are designed to outpace inflation while also providing protection to your cashflow during market downturns.
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.
