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.
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Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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A four-step framework for building a personal legacy.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
An increasing number have been developed to help individuals with their personal finances.
Taking regular, periodic withdrawals during retirement can be quite problematic.
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This calculator helps estimate your federal estate tax liability.
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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.
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Using smart management to get more of what you want and free up assets to invest.
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How federal estate taxes work, plus estate management documents and tactics.
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