Wes Paterson
My mission is to help families build generational wealth and have a significant impact on our community, our country, and our extended global family.
We make a difference with our:
Financial Wellness Checkup
Investment Planning
Insurance Analysis
Debt Freedom Solutions
Tax Saving Strategies
Budgeting
What's the First Step?
To navigate your financial journey, you need a roadmap that takes you from where you are now to where you want to go. This one minute video introduces the concept of a Financial GPS to create an Infinite Legacy. At the end of the video, choose one of the three options, and you will be asked for your name and how to contact you.
Step Two - LEARN
Create a clear vision for your financial future. Becoming financially educated is key to Protecting and Securing your lifestyle. This 20 minute video, "7 Steps to Create a Clear Financial Vision" goes more in depth to introduce the principles of a sound Financial House. This is an interactive video, so it will start off by asking you to fill in some information, like your name and your state or province. At the very end of the video, it will ask you to choose a path, and then a few more checkboxes.
Step Three - PLAN
Helping you with every aspect of your financial life.
Schedule a one-on-one consultation to create your own complimentary and comprehensive Financial Needs Analysis, that serves as a road map for your financial future.
We'll create a clear financial vision and the simple steps to get you there. Together, we can help eliminate stress, provide clarity, and put you on track for success!
Free Booklet
"How Money Works"
"How Money Works"
"How Money Works"
What is it?
A general introduction to the basic, common sense financial concepts that can help people overcome obstacles they face and achieve their goals.
One of life’s ironies is that we go to school to learn how to make money, but we don’t learn strategies for handling that money responsibly! By applying the simple principles in this book, average and ordinary people can reach their financial goals.
Available in both an Adult version
and a "For Kids" version
This is just one of the concepts we teach
This one minute video illustrates the importance of knowing your "Financial Independence Number".
Your Financial Independence Number helps you get your finances on track.
Are you ready to get serious about your financial plan and achieve all of your financial goals? If so, it’s time to create your own complimentary and comprehensive Financial Needs Analysis. Schedule a time to get started. You’ll find out your Financial Independence Number for a road map to help you learn where you need to be and how to get there.
