WELCOME TO WESTLAND WEALTH
Westland Wealth is a firm founded by a Certified Financial Planner™ – CFP® and dedicated to doing what is in the best interest of our clients. We are a serious group of experienced financial professionals who recognized the need for straight answers regarding wealth management, risk management and income planning for retirement. Our business experience derives from 40 years of supporting more than 6,000 top independent financial planners with wealth protection strategies and best practices. We embrace the value of solid conservative financial options and insurance-based strategies in the context of holistic and comprehensive financial planning.
To have significance in the lives of our clients.
We believe that the benefits offered by solid old-fashioned money strategies, life insurance, and guaranteed annuity products are essential in many client portfolios. We believe that retirees prefer guaranteed income for life and more predictability and certainty of their portfolio as they age. We believe that the best laid financial plans can be easily derailed by unexpected risks like health issues or pre-mature death and must be addressed. We believe that many clients would like to leave a legacy. We believe that many business owners care about their staff and family and would want their business to continue with maximum value upon a planned or unplanned exit. We believe that you want the ability to keep your dignity and have your family be care coordinators rather than care providers should you ever be confronted with a serious health issue or need long term care services. We believe that knowledge of Social Security, Medicare and managing health care costs throughout retirement are an integral part of retirement planning.
WE ARE DEDICATED
We are dedicated to helping you achieve growth of your portfolio with greater predictability. We are dedicated to help prepare you for a full and long retirement with more certainty. We are dedicated to helping you achieve your goals with some guarantees. We know and understand the impact we can have in your life and we need to discuss and establish realistic goals. We help you understand the risks and then do for you what is prudent and in your best interest with your acceptance. We are not afraid to address issues like long term care, health issues, longevity and wealth transfer as part of our planning process.