Westerman Financial Services is an independent financial service company advising individuals and small business owners with tailored advice for their unique stage of life. They use straight-forward, plain-spoken language, and common sense when speaking with their clients. At Westrman Financial Services they have "A Passion For Your Financial Well-being".
Is your employer changing retirement plans?
Are you moving? Changing jobs? Retiring?
Find out if a 401k Rollover is right for you!
Long-Term care Insurance helps cover the cost of care in an assisted living home, nursing home and/or skilled nursing care in your own home.
Let's discuss how we help with Long Term Care Insurance, before it's too late.
Life changes and the need for Life Insurance should be reviewed every 3-5 years.
Let us review your Life Insurance policies to see if they are still right for you.
The earlier you start investing in a TraditionalIRA or Roth IRA the better.
Let's discuss which IRA is best for you.
Individuals are very different from each other; your financial plan should be individualized too.
Let us treat you like the individual you are, with a financial plan tailored to your specific needs.
Health Insurance Premiums are going up!
We can help you save up to 50% on Health Insurance Premiums
and have ZERO Dollar Deductibles.
What We Do
We carefully plan with you how to navigate life's surprises and your retirement.