Broker Check

Services

At WestPoint Financial, we provide expert assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Planning Strategies
  • 401k Planning
  • 403b Planning
  • 529 College Plans
  • Estate Planning*
  • Money Management
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance**

*Estate Planning services are provided working in conjunction with with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.**Some health insurance products offered by unaffiliated insurers.