- Estate Planning
- Insurance and Risk Management
- Retirement Planning
- Analysis of Group Benefit and Recommendations
- Financial Planning
- Budget Design and Planning
- Analysis of Assets and Liabilities
- Analysis of Spending
- Credit Planning and Restructuring
Personal Financial Services
You get up every morning and give 100% to provide for yourself and those you love. But you may have a nagging feeling that you are missing something when it comes to financial planning and management. Perhaps finances are not your area of expertise, and you find it easy to get lost in all the terminology and choices.
You are not alone.
Financial matters can be intimidating, even to the most successful people. If you are struggling financially, you may be tempted to avoid the topic altogether. And while you know that wills, trusts, medical directives, and retirement planning are important, it can be overwhelming. Where do you start?
Start with an advisor who will listen, help you prioritize, and educate you on choices. Westminster Partners specializes in making financial matters easy to understand. We will never pressure you to do anything that you don’t fully understand. We want you to walk away with the comfort of knowing exactly what you are doing and why. There’s a joy and intellectual satisfaction in being able to handle your finances with confidence. Our goal is to get you there.Get started!