Many people come to this page to find a bio of the principals, but that is only a small part of our organization. Westland Wealth is a firm founded by a Certified Financial Planner™ – CFP® and is 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. Through our sister firm, Westland Financial Services, Inc., we have supported and partnered with thousands of top financial planners, wealth managers and insurance professionals over more than 40 years. Financial Professionals come to us for advice and support of what their clients need, already own or are considering. We do extensive research and give financial professionals our opinions and recommendations every day. Westland Wealth is about giving you directly the benefit of our experience and expertise.
We will provide you our knowledgeable analysis of your current financial situation and our educated opinion of any product or strategy that you may own or are now considering. We recognized the need for straight answers without regard to being compensated. Call us or Click here to request an opinion.
We have also developed a One-Page Retirement Income Plan Summary as a tool that will show you quickly if you are on track or not. Call us or Click here to request your customized Retirement Income Plan.
Just know and realize that in the realm of personal financial planning, every business model, every strategy and every product has its advocates and its detractors. Well-meaning professionals can expound at length why their perspective is correct and why their recommendation should be followed. Just keep in mind that many of those in this business has an agenda of convincing you to believe in them and to make money from providing you a service or helping you acquire a product. We are confident that you will find Westland Wealth is a refreshing change to providing personal financial guidance. We research, we educate, we prepare and we invite scrutiny. We know you will likely “Google it” and look forward to sharing our opinions on what you find.