Westminster Partners is in the business of making sound financial planning an approachable and manageable matter.  We know how complicated and time-consuming financial issues can be. It is important to ask the right questions and do the right homework to make good decisions. We provide the expertise and resources you need in order to understand your choices and choose wisely.

thumbnail

Business Financial Services

For businesses, we craft benefits solutions that make your firm a competitive employment choice. We manage those solutions for you, providing an affordable and attractive program on your behalf.

Westminster Partners will help you create a financial plan that allows you to work, live, and give with the knowledge that a responsible financial plan is firmly in place. Contact us today so that together we can create a plan to live…and a plan to give.

thumbnail2

Personal Financial Services

For individuals, we provide a range of services, including estate planning, retirement planning, insurance planning and benefits review, credit and budgeting assistance, tax planning, and much more.

Westminster Partners will help you create a financial plan that allows you to work, live, and give with the knowledge that a responsible financial plan is firmly in place. Contact us today so that together we can create a plan to live…and a plan to give.