Retirement Planning

Education Series Ep. 5: Focus on Your Estate Plan

In this episode, Wescott's Director of Financial Planning, Susan Green, is joined by Chief Investment Officer, Mark McCarron, to discuss the concepts of risk capacity and risk tolerance, determining your proper asset allocation, and finally, creating your investment portfolio.

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Education Series Ep. 3: Focus on Your Cash Flow

In this episode, Wescott's Director of Financial Planning Standards, Susan Green, walks us through Wescott's analysis of your cash flow with three simple questions: Where are you, where do you want to go, and how do we get there?

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Education Series Ep. 2: Focus on Your Net Worth Statement

In this episode of Wescott's educational series on financial planning, the firm's Director of Financial Planning Standards, Susan Green, breaks down your net worth statement and explains how Wescott uses that information to begin to build your comprehensive financial plan.

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