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.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The Power of Tax-Deferred Growth
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There are things about Social Security that might surprise you.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
When to start? Should I continue to work? How can I maximize my benefit?
What kind of auto insurance should you have? Do you know?
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are three things to consider before dipping into retirement savings to pay for college.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, cracking the code on bonds.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Around the country, attitudes about retirement are shifting.