Our Planning Philosophy
WestFuller Advisors recognize that no two people have the same "DNA" (Desired Needs Assessment).
With each client, WFA conducts an extensive 1-to-1 consultation to understand your needs and desires. The less we talk during consultations, the more we learn of your desires and goals. We prepare a wealth strategy and Investment Policy Statement (IPS) customized to your lifestyle and aspirations. At WFA, there will never be a cookie cutter solution for you to choose from.
We ask you to consider:
This strategy also includes analyzing your overall assets and income sources: investments, retirement plans, real estate, annuities, stock option plans, inheritance, and more. When you see in writing a statement that reflects your goals, your relationship and commitment to them are strengthened. And it propels you to achieve.
Contact us for help defining your goals >