The focus of Panama Financial Services and WestPac Wealth Partners centers on our clients? vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, Panama Financial Services and WestPac Wealth Partners envisions and enhances our clients? goals by designing a customized strategy and creating a life map to achieve and protect their wealth. Clients: To provide excellence in service and innovative financial product design to help our clients reach their financial objectives in the optimization, protection and enjoyment of wealth by advocating for them to make informed financial decisions which reflect their value system, love of family, and commitment to community.
Products and Services
Strategies: Our firm is committed to providing the most comprehensive financial strategies for you, your family and your business. Business Owner Strategies: Employment benefits (Major Medical, Dental, Group Life, Group Short & Long Term Disability, Voluntary Benefits, Pension Design & Administration) Executive benefits (Supplemental Life & Disability Income Protection, Business Insurance, Succession Planning, Buy-Sell Agreement, Key Personal Training, Split Dollar Arrangements) Personal Strategies: Life and Disability Income Protection, Long Term Care Insurance, Money Management, Wealth Accumulation, Wealth Distribution, Retirement Planning, Estate Planning Additional Planning Strategies: Debt Elimination, College Funding, Charitable Giving