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 Westerman Financial Services, they have "A Passion For Your Financial Well-being".
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 Traditional IRA 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.
Keep updated on the economy with Commonwealth's perspective.
What We Do
We carefully plan with you how to navigate life's surprises and your retirement.
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Knowledge through short videos.
Fact vs. Fiction
We created this series as a way to present and debunk some of the most common financial myths.
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Test your knowledge each month and stay updated on new and changing information.
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This communication strictly intended for individuals residing in the states of CO, FL, GA, ID, KS, MO, NM, OK, SC, TX, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency or Westerman Financial Services, LLC.
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