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:

Protection Planning

  • Life Insurance

Wealth Accumulation Planning

  • Money Management
  • Education IRA
  • College Funding Retirement Planning
  • Roth IRA
  • Traditional IRA
  • 401(k) Planning
  • 403(b) Planning
  • Variable Annuities

Estate Planning*

  • Charitable Giving
  • Wills/Trusts

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Business Planning

  •  Business Continuation Planning
  •  Buy/Sell Agreements

*Estate Planning services provided in consultation with our client’s legal counsel.

Contact us today for whole life insuranceterm life insuranceestate 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.

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