There comes a time when your most important financial strategy is to retain an unbiased financial planner.

The WESBAN Concept

WESBAN's comprehensive unbiased service is available to meet the financial planning needs of:

WESBAN's aim is to utilize resources effectively. Specifically, to keep resources performing ahead of taxes and inflation. Customers of commissioned salesmen are concerned over "conflicts of interest". WESBAN HAS NO PRODUCTS TO SELL AND CAN PLAN FROM AN UNBIASED POINT OF VIEW. Comprehensive planning does involve implementing: putting the recommendations to work with specific products and services. The unbiased planner is compensated only through fees paid directly by the client, not from products purchased. The planner's entire focus is shifted to achieving client goals rather than selling products.

As family and business financial circumstances become more complex, a FINANCIAL PLAN is needed to:

1. Help clarify financial objectives

2. Measure present financial situations realistically

3. Provide tested strategies to achieve specific goals

4. Coordinate diverse elements toward long-term goals

5. Implement recommendations and direct the client to appropriate solutions

6. Monitor the performance of financial products and services

Nothing on this website shall be construed as a solicitation of business in any state which I am not registered.  No business will be conducted with any individual in a state unless I am registered or exempt from registering.

Contact Information

Telephone

(205) 995-7778

FAX

(205) 995-7781

Postal address

1800 Providence Park  Suite 200, Birmingham, AL 35242

Electronic mail

General Information
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© 2008 WESBAN Financial Consultants, P.C.