Are You Worried About Not Having Enough Money to Retire?
Schedule a meeting with us today for professional financial advice. We work with individuals like yourself to help ease the stress of retirement planning.
New Account View Platform
With our transition to LPL Financial, we now have a new account access platform. Have you logged in to Account View and created your new client account?
Need Professional Assistance Managing Your Investments?
Our team of financial advisors can help you determine an investment strategy based on your financial goals.
Ensure Your Hard-Earned Assets Get Passed On The Way You Intend Them To
Create an estate plan with one of our financial advisors.
As a full-service establishment, Resonance can assist you in a variety of ways.
Comprehensive services from cash flow to investments, retirement planning to risk management.
Individualized investments and strategies that reflect your risk tolerance, time horizon and goals.
Explore college savings options that make the most sense for your family.
Insight, tools and guidance to help you accumulate the money you'll need to retire.
Tax and retirement-plan-withdrawal strategies for when you’re ready to retire.
Protect your family from the financial consequences of life’s unexpected events.
We value our independence as much as you value yours! As an independent financial advisor, Alex Westberry offers clients greater product diversity and investment options, and he’ll work closely with you to develop a flexible and personalized investment strategy that grows and changes just like you.
We believe successful financial plans demand that the advisor really gets to know his clients. Where are you now? Where are you going? Where do you want to be? We work hard to earn our clients’ trust by promoting a deep understanding of financial tools and products and providing exceptional customer service. Clients who understand their investments can work toward their goals with confidence.
Many people believe that all financial planners are "certified" financial professionals, but this is not true. Anyone can use the title "Financial Planner," but when you see a CFP® mark next to an advisor's name, that means they have met rigorous qualifications for financial planning.
As you begin to consider how best to manage your financial future, you should feel confident knowing that we have a CFP® professional trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.