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.
Helpful Content
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It sounds simple, but paying yourself first can really pay off.
A Decision Not Made Is Still a Decision
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Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
How Income Taxes Work
A quick look at how federal income taxes work.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Surprises
Making the most of surprises is a great reason to work with us.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.