About
Wes Obana
NSSA®, IRMAACP™
License #s CA 0B42787, TX 2501198, VA 1328225
With over 20 years of experience in the financial planning industry. Aligning myself with Whitney & Associates has been a true blessing, as their values perfectly align with my own. Our joint mission is to educate the public on effectively maximizing Social Security income and minimizing retirement asset taxes to the greatest extent possible.
My expertise includes holding the prestigious designation of NSSA® – National Social Security Advisor, making him highly knowledgeable in Social Security planning. In addition I am IRMAA Certified planner, specializing in tax minimization from Medicare surcharges.
In my personal life, I have a deep love for the outdoors. Two activities that bring me immense joy are cycling and surf fishing. Having grown up in Southern California, I developed an affinity for many sports teams, but my true passion lies with the LA Kings. Go Kings Go!
There are various reasons why many individuals tend to delay creating their financial plans. Some may be fearful of making decisions, others may lack knowledge in the subject matter, and some simply believe that everything will magically work out and nothing bad will ever happen to them. However, it is important to recognize that unexpected events such as market volatility, inflation, economic turmoil, or a loved one falling ill or even passing away can and do occur.
At YRS Advisors, our mission is to provide you with the confidence and peace of mind that comes from having a well-designed strategy in place. Our aim is to guide you and protect you from common pitfalls, ensuring that you are prepared for any situation that may arise.
- 90% Strategy
- 10% Financial Tools
The financial industry today has a fundamental flaw: advisors tend to prioritize product-focused solutions over essential components of one’s overall financial and personal well-being. This approach does a disservice to retirees like you. YRS Advisors, has recognized these gaps and inefficiencies through years of professional experience and personal loss. We has created an integrated solution that addresses:
Income Planning
Growth Planning
Tax Planning
Healthcare Planning
Estate Planning
Non Financial Planning
At our firm, we believe that living a “rich life” in retirement goes beyond financial wealth. Our advisor-coaches take an integrated approach to help you determine what you truly desire from your money during retirement, and then develop a plan to help you achieve those goals. Their objective is not to sell products, but rather to assist you in creating a fulfilling life and aligning your strategy accordingly. In addition to our comprehensive planning approach, we also make financial planning simpler and more streamlined through proactive and transparent client communication. We want to ensure that you are well-informed about any decisions or updates to your plan, empowering you to make confident and informed choices.
