Place Category: Banking & FinancePlace Tags: 401(k), 529 Plans, Annuities, Budgeting, Business Valuations, Buy-Sell Agreements, Financial Advice, Financial Advisor, Financial Consulting, Financial Planning, Investing, Life Insurance, Long-Term Care Insurance, Medicare, Medicare Supplement, Mutual Funds, Protection Planning, Retirement Planning, Roth IRA, Wealth Building, and Wealth Transfer
James A. Hopper, RFC
When we put our team together, we had one main mission in mind–Help people take the stress out of money! Financial stress causes more divorces than any other factor and it doesn’t have to be that way. This stress causes a ripple effect causing workplace struggles, school issues and relationship strain for individuals and families. We work with successful people that aspire to a work-optional lifestyle. For some people, this means they can retire completely with the confidence that their money will long outlive them. For others, it means they can have an encore career–something they have always wanted to do, but weren’t in the financial position to try it.
Our business is built on relationships. Our clients become family. We don’t give handshakes, we give hugs. We pride ourselves on getting invited to graduation parties, weddings and other family functions. One of the biggest assets we have is the relationship we have with our broker dealer, Money Concepts. We are 100% independent, which allows us to focus on the needs of our clients only and not on the agenda or sales requirements of a parent company.
Our 3D Process gets to the heart of the client. We help guide our clients to work toward what matters most to them by only focusing on the things we can control. Generally, people are focused on their families, occupations and recreational interests. We use money as a tool for clients to accomplish their goals and provide a road map for them to get there. By focusing on our clients “why”, the things that matter most to them, our team formulates a comprehensive plan to show them how to live their best lives.
- Comprehensive Financial Planning
- Retirement Planning
- Life Insurance Reviews
- Long-Term Care Assessments
- College Planning
- 401(k) Optimization & Rollovers
- Medicare Plans & Reviews
Small Business Planning:
- Group Retirement & Life Insurance Plans & Reviews
- Small Business Owner IRAs
- Succession Planning
- Buy/Sell Agreements
INDEPENDENT CONTRACTOR OF MONEY CONCEPTS INTERNATIONAL, INC. All securities through Money Concepts Capital Corp. Member FINRA/SIPC. WES Financial Planning & Advisory is an independent firm not affiliated with Money Concepts Capital Corp.
- Phone: 3174394320Address: 8250 Haverstick Road