I am a dedicated financial estate planner with a background in financial services. Before embarking on my career in finance as an estate planner, I served in the United States Coast Guard as a firefighter, where I developed a strong sense of discipline, leadership, and commitment to helping others. My experience in high-pressure situations has equipped me with the skills to navigate complex financial landscapes and provide my clients with sound, strategic advice.
Provide financial security for your loved ones upon your death.
Allows you to decide where your assets go, instead of a probate judge, upon your death.
An insurance product that provides guaranteed lifetime income and guarantee of no loss of initial investment.
I am a dedicated financial estate planner with a background in financial services. Before embarking on my career in finance as an estate planner, I served in the United States Coast Guard as a firefighter, where I developed a strong sense of discipline, leadership, and commitment to helping others. My experience in high-pressure situations has equipped me with the skills to navigate complex financial landscapes and provide my clients with sound, strategic advice.
Provide financial security for your loved ones upon your death.
Allows you to decide where your assets go, instead of a probate judge, upon your death.
An insurance product that provides guaranteed lifetime income and guarantee of no loss of initial investment.
Bob is very respectful and helpful and reliable will be there for you. To answer all questions.
Bob with West Pack Consulting walked us through each step of creating our trust. What we thought would be a tedious experience turned out to be smooth and stress free. We have every confidence our assets and our last wishes will be executed without any issues. Thank you for making this a pleasurable experience.
Bob has work with my husband and I for several years to get the best health insurance to fit our needs. We have and will continue to recommend him to others.
Bob with West Pack Consulting walked us through each step of creating our trust. What we thought would be a tedious experience turned out to be smooth and stress free. We have every confidence our assets and our last wishes will be executed without any issues. Thank you for making this a pleasurable experience.
Bob is very respectful and helpful and reliable will be there for you. To answer all questions.
Bob has work with my husband and I for several years to get the best health insurance to fit our needs. We have and will continue to recommend him to others.
Be your own boss -- set your own hours & decide how much $ you make
All inclusive paid vacations
Make an impact on peoples lives
Be your own boss -- set your own hours & decide how much $ you make
All inclusive paid vacations
Make an impact on peoples lives