In the fast-paced world of instant messages, voice mail, and virtual everything, it can be confusing to find your way on the road to financial freedom. How do you choose qualified financial professionals to help guide you?
Is it someone who shakes your hand? Someone who works to help you protect everything and everyone you care about? Someone who keeps their promises? Someone who is caring, respectful and will always listen to your needs? It's all of those qualities - and more- in one company.
Founded by Robert J. Westbrook, CFP®, Westbrook Financial Services, Inc. is a Specialized Wealth Management, Financial Planning and Executive Benefits Firm, creatively working with our clients to resolve complex personal and business planning solutions.
Since 1983, Westbrook Financial Services, Inc. has delivered customized, state-of-the-art financial solutions to executives, business owners and other successful individuals and families who have unique planning and wealth management needs.
WFS offers a suite of financial services including Financial Planning, Estate Planning, Private Wealth Management, Private Investment Consulting / Communication, and Personal Protection Planning. We also offer solutions for corporate clients and their employees including Executive Benefits (consulting, design, implementation), Business Succession Planning, and Retirement Planning.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Calculating your potential Social Security benefit is a three-step process.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
It's important to understand how inflation is reported and how it can affect investments.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How do the markets usually react to elections? Was the 2016 election any different?
When do you need a will? The answer is easy: Right Now.
Learn how to harness the power of compound interest for your investments.
Why are 401(k) plans, annuities, and IRAs so popular?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are hundreds of ETFs available. Should you invest in them?