Broker Check

You built the business.
Who's building your financial plan?

We work with business owners who have grown something real but whose personal
finances haven't kept up with what they've built.

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You've hired a CPA. An attorney. Maybe an advisor. But none of them are talking to each other.

You've hired a CPA. An attorney. Maybe an advisor. But none of them are talking to each other.

When you're running a business, your personal finances keep getting pushed to next quarter. There's always something more urgent. A hire to make, a client to keep, a problem to solve.

So the things that matter most for your family's future keep sitting on the back burner. The retirement plan you haven't set up yet. The buy-sell agreement that's been on the list for two years. The will and trust that still reflects your life from before the business took off.

You're not irresponsible. You're just busy building something. But the gap between what you've built and what's actually protected is growing every year.

Does any of this sound familiar?

✔ You have a CPA, but they've never sat down with your financial advisor
✔ You know you need a retirement plan but haven't had time to figure out the right one
✔ Your personal finances and your business finances feel tangled together
✔ Your will and trust are outdated or you don't have one at all
✔ You have no disability or life insurance beyond what your business might cover
✔ You're not sure what your exit looks like, or if you're financially ready for it
✔ You feel like you're running your business and holding your financial life together simultaneously

You didn't start your business so you could spend your time worrying about estate plans and buy-sell agreements.

You didn't start your business so you could spend your time worrying about estate plans and buy-sell agreements.

We get it. You've got employees to lead, decisions to make, and a business to grow. The financial stuff keeps getting pushed to next quarter because there's always something more pressing.

That's exactly why the coordination problem is so common for business owners. Your CPA handles taxes. Your attorney handles legal documents when you need them. Your advisor manages your investments. But nobody is looking at all of it as one picture. Nobody is making sure the personal side keeps up with the business side.

Jacob Campbell, CFP, is a fiduciary who leads a team at WestPac Wealth built to do exactly that. We coordinate both sides of your financial life, business and personal, and we work directly with your CPA and attorney so nothing falls through the cracks between them.

You focus on running the business. We handle what you've been putting off.

A story that might sound familiar.

They were growing. But everything else was flying by the seat of their pants.

A business owner came to us a couple of years after launching. The business was growing. Revenue was up. But when we looked under the hood, here's what we found: no bookkeeping system, no profit and loss tracking, no retirement plan, no life insurance, no disability insurance, no will or trust, and an S-Corp filing their CPA had set up that they weren't actually operating in compliance with on the back end.

They had built something real. But none of the infrastructure had kept up with it.

We helped them set up a retirement plan and start funding it properly. We got the right life and disability insurance in place. We established a will and trust. We introduced them to a bookkeeper and worked alongside their CPA to make sure they were actually running the S-Corp correctly, not just on paper.

What changed wasn't just that they had a plan. It was that for the first time, they felt like they were running a real business. Not a lucrative hobby with some tax paperwork around it.

Here's How We Get Started

Step 1. Schedule a conversation.

Step 1. Schedule a conversation.

A 30-minute Zoom call. Tell us about your business, your goals, and what keeps getting pushed to next quarter. No documents needed. Just an honest conversation.

Step 2. Get a plan that covers both sides.

Step 2. Get a plan that covers both sides.

We look at everything. Business retirement plans, exit strategy, tax strategy, estate protection, personal wealth. Then we build one coordinated strategy so your business and your family's future are both protected.

Step 3. Run your business 

Step 3. Run your business 

We coordinate with your CPA and attorney, manage the moving pieces, and keep your plan updated as your business grows. You stop being the one holding it all together.

Schedule a Conversation

The things you keep putting off don't go away. They just get more expensive.

Every year without a retirement plan is a year of tax-advantaged savings you can't get back. Every year without the right insurance is a year your family and your business are exposed. And every year your CPA and your advisor aren't talking to each other is a year of opportunities that nobody caught.

You've built something worth protecting. Let's make sure it's actually protected.