Know You Can Podcast

We don’t know what we don’t know, especially when it comes to our finances.

But, by taking a partnership approach, Wesley Forster and his team at HSI Financial Group can help you make the best financial decisions for yourself and your family, now and in the future.

In this inaugural episode of Your Finances — Know You Can, Wes shares everything you need to know about him. Including how he helps clients comprehend their finances to his experience as a commercial pilot, and his passion for reading, researching, and coaching.

Wes provides you with the rundown you need to get to know him while revealing how he and his dedicated team of financial professionals guide you towards building your ideal financial lifestyle to reach your goals.

When it comes to financial planning and creating an estate plan, you don’t know what you don’t know, so let HSI Financial do the searching for you!

At HSI Financial, the team takes a deep dive into their clients’ portfolios to create a perfect plan for them in accordance with their needs.

In this episode, the firm’s president and senior financial strategist, Wes Forster, outlines the process each client goes through when working with HSI Financial to create their financial plan. He explores how the team finds the needle in the haystack for each individual client, along with ways they cater to each of their specific needs.

Your investments are the fuel for your trip, but your financial plan is your flight plan. And without that, you don’t know how much fuel or investments you’re going to need.

Say you’ve got the fuel and the plan. But, what about the advisor? Is your financial planner the right person to work with?

When looking for a financial planner, you have to find someone who aligns with your goals and investing expectations. That’s why, this week, HSI Financial’s president and senior financial strategist, Wes Forster, outlines what you should keep in mind when looking for a financial strategist, as well as what to expect from HSI Financial as a client.

If you were to die tomorrow, do you have a plan for how your estate would be handled? Who would be your power of attorney? Do you know who gets which assets? What about who pays for any outstanding debts?

Those are the most common questions that are asked to families when a loved one dies.

In this episode of Your Finances — Know You Can, HSI Financial’s president and senior financial strategist, Wes Forster, outlines what an estate plan is, why you should have one, and when is the best time to complete it.