Services & Solutions

A Process You Can Trust

Once you become part of the Westerman Financial Services family, we initiate a comprehensive risk analysis assessment. This process aids us in identifying which of our sixteen investment models best align with the distinct needs of you and your loved ones.

Our Process

Retirement Planning

We'll take the time to understand your family's dreams and priorities, creating a retirement plan tailored to you. And by focusing on the things that matter most to you, we’ll help you protect your wealth and your legacy.

Our History

Insurance Consulting

We'll assess your unique needs and guide you towards insurance solutions that provide comprehensive protection for your loved ones. Our personal touch ensures you have the necessary coverage to face life's uncertainties.

Our Values

Income Planning

We'll work diligently to create a plan that aligns with your goals and gives you the confidence that your income will support the lifestyle and provide financial security for your family.

Our Process

Bereavement

Understanding the emotional and financial strains that come with loss, we'll help you navigate difficult times with care and compassion. We’ll help ensure your family's financial future remains secure while allowing you to focus on healing.

Our History

Small Business Owners

We understand that as a business owner, your employees are an important part of your family. We'll develop strategies that not only strengthen your business but also support your employee's well-being.

Our Values

Income Planning

We'll work diligently to create a plan that aligns with your goals and gives you the confidence that your income will support the lifestyle and provide financial security for your family.

Join Our Family

Westerman Financial Services welcomes the opportunity to bring you into our family so we may serve yours. Schedule an introductory meeting with our team today.

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