Eric L. Essex, Wela Financial

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Eric L. Essex, Wela Financial I am a Financial Professional. I provide clients with a personalized financial experience. https://westpointfinancialgroup.com/who-we-serve/licensing/

I am licensed to sell insurance in: IL, IN, KY, TX, VA, WV, TN, NC, SC, FL & GA. I am licensed to sell security products in: IL, IN, TN, VA, NC, SC, GA, FL & TX. I am Certified in Long-Term Care (CLTC). The CLTC program is owned by the CLTC Board of Standards, Inc. and it provides insurance and financial service professionals with the critical tools necessary to address long term care planning with their clients. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.com) Supervisory address: 30 S Wacker Drive, Suite 2700, Chicago, IL 60606, (312) 356-2147. Wela Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure ...
11/02/2026

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure it continues to reflect your goals and intentions for the future. Let’s review your options.

Wishing you a day filled with fun, laughter, and a few sweet treats. 🎃🍬
10/31/2026

Wishing you a day filled with fun, laughter, and a few sweet treats. 🎃🍬

You insure your home, car, and even your phone. But what about your income? An illness or injury could keep you from wor...
10/29/2026

You insure your home, car, and even your phone. But what about your income? An illness or injury could keep you from working and put your finances at risk. Let’s review your protection strategy and help safeguard your paycheck.

“When the well runs dry, we know the worth of water.” – Benjamin Franklin Drawing a poignant parallel between the value of water when the well runs dry and the crucial importance of disability insurance when one is no longer able to earn an income. This piece captures the essence of foresight ...

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he share...
10/28/2026

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he shares perspective on today's economic and market environment and the factors that may influence markets in the months ahead.

Join Daken Vanderburg for a timely discussion on how economic growth has remained firm despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session explores what simmering geopolitical tensions and elevated inflation mean for the Federal Reserve, v...

Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contribu...
10/27/2026

Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contributions, your benefits can have a bigger impact on your financial future than you might think. Before you click “submit,” let’s make sure you’re getting the most from what’s available to you.

10/27/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

Three things for an employee to look at if your ESOP company is sold:1️⃣ What does this mean for you financially? It’s i...
10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/4iAAPm0Ready to start b...
10/22/2026

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/4iAAPm0

Ready to start building your plan? Reach out today.

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending,...
10/22/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

As your life evolves, your insurance needs may change too. Learn how term-to-permanent conversions work and whether perm...
10/20/2026

As your life evolves, your insurance needs may change too. Learn how term-to-permanent conversions work and whether permanent life insurance or the use of an available conversion option may be appropriate for your situation.

https://bit.ly/47uW2I0

Address

520 E. Kendall Drive, Unit C1
Yorkville, IL
60506

Telephone

+16303888581

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