Free Stuff

Free Strategy Opinion

Have you been presented with a product or strategy and would like a free second opinion free from obligation and bias? Westland Wealth offers a unique service of providing a “second opinion” without the typical bias of attempting to get your business for ourselves. We recognized the need for straight answers regarding wealth management, risk management, income planning, products and strategies. If you would like our “no strings attached” opinion, call us or Click on the button below to get our input or discuss a strategy.

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Retirement Income Plan Summary

Westland has developed an exclusive methodology and system to easily present to you your current plan that will show if you are on track or not for your retirement goal. We can make adjustments easily to assumptions and play the “what if” game. What if higher inflation, what if an early death of a spouse, what if a long term care event happens or what if there is significant market correction. Call us or Click on the button below to get your FREE Customized Retirement Income Plan started today.

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Free – White Paper Self Insuring For Long Term Care

You must understand that you already have a long term care plan in place, but may just not know it. If you got sick or have an injury where assistance was required, paying for the help you need is certain. How we pay for it can be optimized. Read this White Paper to find out how to best “self-insure” to address this risk. Call us or Click on the button below to get your FREE Guide to Self-Insuring for Long term Care now.

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Free – Life Insurance Analysis

Allow our Westland Experts to review your existing life insurance program or help create one. We will provide you an in-depth report regarding needs and review any existing policies to make sure they still fit in with your goals. It is vital that proper protection is in place for your family or business. Call us or Click on the button below to get your free analysis started now and make sure your family and business is protected.

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Free – White Paper Optimizing Retirement Income

If you want to understand how to optimize your retirement income plan, this is a technical White Paper that will give you added confidence to make decisions about your retirement future. Call us or Click on the button below to download this free White Paper Report now.

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Free – Your Personal Social Security Income Report

There are many choices to make concerning your options for social security income. The biggest decision is almost always, to start early, start later or wait to get the maximum available. Allow us to prepare for you a customized report that will help identify an appropriate strategy for your personal situation. Call us or Click on the button below to get your custom Social Security Report started now.

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Free – Business Valuation Service

One of the first steps in creating an exit strategy or transition plan is to make sure your business is worth what you think it is. We will provide an initial valuation using our expert partners as a first step “FREE OF CHARGE”. Call us or Click on the button below to get started now.

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