Make Sure You’re Prepared for the Unexpected
A carefully planned insurance strategy can help protect you and your family from the financial impact of unforeseen events. Schedule a meeting with a financial advisor who can help with your insurance strategy.
Get Personalized, Professional Financial Advice
Our financial advisors help clients prioritize their goals and build personalized financial plans to pursue them. We work with individuals like yourself to help ease the stress of wealth management in today’s economy.
Feeling Overwhelmed by Your Financial Situation?
We’re here to help you become successful, comfortable, and confident in your financial and investment strategies. Create a personalized investment strategy with one of our financial advisors today.
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.
A retirement management advisor is a financial professional certified to create custom retirement plans for their clients. Alex has undertaken additional education and training in retirement planning and is ready to work with clients to develop personalized retirement income plans designed to mitigate risk.