Financial planning is a series of progressions and the most difficult thing for most people is usually the first step. That is why Westminster Partners, Inc. is able to do five very important things for you:
- We will organize your financial life and put it all into a workable binder for your future reference and use.
- We will prioritize your needs and set up an action plan for their accomplishment.
- We will prepare proposals for those needs and review them with you to your full understanding and in simple terms.
- We will implement your plans and help get you started.
- We will keep up with changes as you go through your financial life and make sure to provide annual and in some cases quarterly reviews. Quality service is the key to this function.
Please select the service plan that best suites your needs. If you have any questions about our different service plans, please contact us for more information. We look forward to working with you.