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State Directory- Tax PlanningCFP® practitioners must pass a comprehensive two-day, 10-hour CFP® Certification Examination that tests their ability to apply financial planning knowledge in an integrated format. Based on regular research of what planners do, the exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
- Estate Taxes
- Tax Services
- Income Tax
- Investment ManagementDonna is the President and Chief Investment Officer for Wesban Financial Consultants. She has over 25 years of investment management and financial planning experience. Wesban’s one on one approach allows her extensive experience to benefit all clients.
- Mutual Funds
- Accounting Services
- Financial PlanningThe categories of nonpublic information that wesban collects from you may include information about your personal finances, information about your health to the extent that it is needed for the financial planning process, information about transactions between you and third parties, and information from consumer reporting agencies, e.g., credit reports. Wesban uses this information to help you meet your personal financial goals.
- Retirement Planning