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Heidi Westfall, CEPA® Featured in Exit Smart Vol. 4: Spotlights on Leading Exit Planning Advisors
SALT LAKE CITY, Utah (April 19, 2023) — RTI Wealth Management is pleased to announce that Wealth Advisor Heidi Westfall, CEPA®, is being featured in the latest volume of Exit Smart.
Exit Smart is an interview-style compilation of conversations with the leading Exit Planning Advisors in the United States.
Ms. Westfall, who became a Certified Exit Planning Advisor (CEPA®) says, “I grew up in a family that was self-made through closely held businesses. When I became a wealth advisor, I was drawn to working with other business owners to help them realize their value and the value of their businesses. I don't know if it is a cultural or an entrepreneurial mindset, but owners often give their all to building businesses without thinking about how to exit from them.”
Exit Planning Advisors can help answer such questions as:
“Conversations about how to realize the value in their businesses don’t occur often enough. Finding the right resources requires having those conversations and looking ahead well before a business owner is ready to exit. Helping business owners gain that knowledge and applying it to successfully grow their business or transition out on their own terms is my passion,” continues Ms. Westfall.
“As an independent Financial Services firm, our business goes well beyond the basics of investing in stocks and mutual funds. Our dedicated team of professionals believe that the client always comes first, and it is our job to guide them to and through retirement. Our name and business foundation are based on our own Seven Pillars: Risk Management, Retirement Plan Development, Transition & Continuity Planning, Tax Planning, Trust & Estate Planning, Investment Planning, and Income Planning.” says Phil Loring, CEO of RTI Wealth Management.
About RTI Wealth Management
RTI Wealth Management is a team of professionals with financial, business, technical and personal experience to service all clients’ needs. We work together to constantly improve the services we offer for the success of our clients. As a navigator, we truly get to know our clients and build friendships with them. We act with integrity and honesty through the entire process. The most important success is that of our clients.
RTI Wealth Management understands that no one strategy fits everyone. That’s why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping clients develop a strategy to address their financial goals and objectives using the most efficient methods available.
We recognize that everyone encounters challenges along the way. That’s why RTI Wealth Management strives to anticipate and address those situations as they occur. We want to keep clients on track toward a meaningful and purpose-driven financial future.
To learn more about how Heidi Westfall and RTI Wealth Management can help you plan your future financial well-being, please visit https://www.rti-wealth.com/
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
Any LPL Financial registered representative associated with RTI Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.