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.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
One way to find money is to examine your current spending habits and eliminate money wasters.
What kind of auto insurance should you have? Do you know?
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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 a number of ways to withdraw money from a qualified retirement plan.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
Are you ready for retirement? Here are five words you should consider.
Learn how to harness the power of compound interest for your investments.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?