WesTrak Financial Navigator is WesBanco Securities’ financial planning process to help you take control of your financial life. By employing professional planning methods and sophisticated computer analysis, we guide you through the steps to prepare for the future financial needs.
The WesTrak Financial Navigator process begins with a simple discussion with your WesBanco Securities advisor, who will help you define your goals and take inventory of your financial resources. You will then receive an easy to comprehend report that will help you understand your current financial situation and your progress toward reaching those goals. Based on this analysis, your advisor will then assist you in developing a plan of action.
Your WesBanco Securities advisor will work with you to develop a personalized plan based on your investment goals. Using our WesTrak planning system, your advisor can provide you with guidance in the selection of appropriate financial vehicles.
WesTrak will provide a comprehensive plan focused on one or more of the following aspects of your financial life.
Determine how much you need to save and how best to invest for a secure and comfortable retirement.
Retirement Income Planning
Once retired, you’ll need a plan for turning the savings you’ve accumulated intoregular income.
Develop a plan for accumulating the funds earmarked for college education for your children or grandchildren.
Prepare for large purchases by defining the goal and developing a plan of action.
Receive an assessment of whether your current life and disability insurance is adequate for your needs.
Plan for the preservation of your lifetime investments and the efficient transfer of assets.
Ready to take the first step? Contact one of the financial advisors in the "Our Staff" section.