Creating a Customized Financial Plan
While developing a customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions. Once your goals have been established, we will customize appropriate financial solutions to suit your vision and objectives. We can help you execute a sound financial plan utilizing the following products and services:
- Life Insurance
Wealth Accumulation Planning
- Money Management
- Education IRA
- College Funding Retirement Planning
- Roth IRA
- SEP IRA
- SIMPLE IRA
- Traditional IRA
- 401(k) Planning
- 403(b) Planning
- Variable Annuities
- Charitable Giving
Advanced Directives–Essential for All Ages An Alternative for Maximizing the Applicable Exclusion Amount
- Business Continuation Planning
- Buy/Sell Agreements
*Estate Planning services provided in consultation with our client’s legal counsel.
Contact us today for whole life insurance, term life insurance, estate planning or for all your financial planning needs.
About Richard Wesselt, Principal and Founder of Wesselt Capital Group
With over 23 years of dedication to the financial services industry, Richard Wesselt brings a wealth of knowledge and experience in helping clients plan for a secure future with financial and investment planning. As principal of the Wesselt Capital Group, Rich uses a relationship driven, individual-based approach to macro economic planning. Rich has a bachelor’s degree in Economics from the Wharton School and is a member of Top of the Table. He holds his FINRA Series 6 Registration. Follow him on Twitter @RichWesselt.