Services

Comprehensive financial planning for every stage of life

You want a plan to save for big-ticket items like a new car, home, college or a wedding with minimal disruption to your current lifestyle. We help you understand how much to save, investment tradeoffs, and how to be tax-efficient to reach your goal.

You have a vision for a financially stress-free retirement, and want confidence that your plan will get you there. We help you understand your retirement income budget, select your best-fit investments, and create efficient retirement withdrawal strategies.

You want peace of mind knowing that your assets are protected even when the unexpected hits. We help you create a thoughtful, integrated Asset Protection Plan.

You want to extend your legacy by ensuring your family and the charitable organizations you care about are taken care of after you pass. We help you build an estate plan that integrates your financial strategies and accounts while minimizing your gift and estate tax liability.

You want support in navigating how to support aging or ailing parents as they get older. We help you by providing advice and speaking with parents on your behalf.

Because we hold both securities and insurance licenses and are seasoned experts in both areas, we help you in a more encompassing way than advisors who are only licensed in one or the other. Our philosophy is to help you in the broadest context possible with the overall financial management of your savings.

To learn more about Westface Financial and Insurance Services please give us a call at (360) 818-7726. 

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