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AS FEATURED ON.
WHY WESH FINANCIAL?
MULTI-STATE TAXES
We understand Travel Nurses' unique multi-state tax situation, and know how to prevent big tax bill surprises come filing time.
TRAVEL NURSE RETIREMENT PLAN
We know how to help you save for retirement even if you don't have access to an employer's 401(k) plan.
LEVERAGING TRAVEL NURSE INCOME
We help you leverage a 3-5 year period of high income to transform your financial life--even if you never make that type of money again.
DOES THIS SOUND LIKE YOU?
01
Are you anxious about the possibility of outliving your savings or not having enough income to cover your living expenses in retirement, especially when considering how taxes may impact your financial sustainability?
02
Are you worried about the financial implications of healthcare costs and potential long-term care expenses in retirement, including how taxes may erode your retirement savings?
03
You still have 401(k)s at previous staff nurse positions or travel agencies that you're no longer with and you don't know what to do with them now.
04
Are you concerned about the erosion of your purchasing power due to inflation, and do you worry about how taxes may impact your ability to keep up with rising costs during retirement?
05
Do you constantly think about managing taxes on your retirement income, including concerns about the impact of taxes on sources of income such as Social Security, pensions, and retirement account withdrawals, and are you seeking tax-efficient strategies?
06
Are you trying to balance leaving a financial legacy for your heirs while ensuring your own financial security in retirement, all while considering the tax implications of your legacy planning and asset distribution?
FREQUENTLY ASKED QUESTIONS.
1
Who Do You Work With?
We primarily work with Travel Nurses, but serve all healthcare workers in the early stages of wealth building i.e. has an investment horizon of 25 years or more. On average expects to earn an annual gross salary of $120,000 or more as a single individual. Has the ability to save a minimum of $1,500 per month, and wants a long-term financial planning engagement with an advisor.
2
What are Your Client Dealbreakers?
We won't work with people who are ok with fraudulent tax activity, even the "small stuff" (we will not go to jail for you). We don't work well with speculators, day-traders, DIYers or anyone who doesn't see the value of professional help.
3
Are You a Fiduciary?
Yes. We are obligated to always act in your best interest. And better yet, we sign an oath to that with each client agreement.
4
How are You Paid?
Many of our clients start off with zero to very modest assets to begin with. Because of this, we offer a MONTHLY SUBSCRIPTION until clients accounts grow enough to bill on assets-- at which point the monthly subscription will end. We never get paid from anyone other than our clients. We never get paid for selling anything to our clients. We don’t lose money if our clients decide against our recommendations. Our clients always maintain control of their money. That’s how we remain conflict free.
5
Can I Only Work With You if I'm Currently a Travel Nurse?
No. We work with Nurses throughout the duration of their career. Whether they're actively traveling, per diem or staff.
