Broker Check
 
The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

View all videos arrow