Who We Serve

You have goals that push you to work harder and achieve greater things each day. As you move forward it is vital to not only plan for today, but to keep an eye on tomorrow. That is where the WestPoint Financial Group comes in. Our team will help you create a financial roadmap to support and protect you and your future. From insurance to retirement, our associates will listen intently and recommend thoughtfully, while we customize a strategy designed to help you feel confident in where you are going.

When there are loved ones depending on you it becomes even more important to not only plan for your future, but also theirs. On top of retirement, you are now thinking about educational savings and life insurance. WestPoint Financial Group understands the responsibility that comes with taking care of a family. Our team will identify, implement, and consistently review a financial strategy that grows with your family’s ever-changing needs.

As an entrepreneur building a profitable business is a challenge, but maintaining consistent growth over time is the true test of success. Whether you have an established enterprise or you are just starting up, it’s never too early or too late to begin planning. WestPoint Financial Group is here to help you protect the investment you made in your business. Our team can help with personal, retirement, estate and succession strategies that are all worth consideration while plotting your course. Together we can take care of the business protection needs that are critical to the long-term success of your business.

You have goals that push you to work harder and achieve greater things each day. As you move forward it is vital to not only plan for today, but to keep an eye on tomorrow. That is where the WestPoint Financial Group comes in. Our team will help you create a financial roadmap to support and protect you and your future. From insurance to retirement, our associates will listen intently and recommend thoughtfully, while we customize a strategy designed to help you feel confident in where you are going.

With our Midwestern roots, it is no surprise that we have cultivated strong relationships with the farmers in our communities. WestPoint is committed to helping farmers plant their first seeds towards financial freedom, ensuring confidence and prosperity. With our team’s experience and expertise in serving farm families, together we will help continue their operations through succeeding generations and reviewing and updating strategies to protecting their family, land and legacy.

With educators having a complex program of benefits, our team is equipped with the expertise and resources necessary to assist our clients in understanding and coordinating their benefits. We provide resources for both educators and School Corporation, including educational workshops, financial planning, retirement plans (403b’s & 401a’s), insurance solutions, and individual investment programs. Our associates also work with educators and retirees concerning their own specific needs and goals.

SpecialCare a program developed by Massachusetts Mutual Life Insurance Company (MassMutual) that provides access to information and resources to families with dependents, of any age, who have special needs.

You can get the help you need by coordinating with our specially trained professionals to help in the creation of a holistic life care plan, while balancing your own needs and those of other family members. The SpecialCare program takes a team approach to help ensure proper life care planning for the future of dependents with special needs. Planning today can help with the recovery from the unexpected tomorrows.

WestPoint is proud to participate in a Wealth Management Initiative with the International Association of Fire Fighters-Financial Corporation (IAFF-FC). Through this initiative, IAFF members have direct access to insurance, investments, financial planning, and financial education. With over 331,000 members across the United States and Canada, the International Association of Fire Fighters (IAFF) is the country’s largest organization of professional fire fighters, paramedics, and emergency services personnel. IAFF members receive personalized attention and accessibility to financial services and a financial education curriculum.

WestPoint Financial Group assists physicians and residents by designing strategies that fit their unique needs. Our goal is to help protect your ability to earn an income and put insurance policies in place to keep that protection in the event of illness or injury. Through a comprehensive financial planning process, our associates can assist you with accumulating, preserving, and distributing your wealth.

We advise our clients in areas such as:

• Building emergency funds (money market accounts, systematic contributions, short-term investments).
• Risk management ( disability income insurance, life insurance, long-term care insurance).
• Retirement planning (Roth IRA, 403b, 401k, 457b, pension, non-qualified accounts)
• Education funding (529 plan, Coverdell ESA)
• Benefits review (retirement plans & matching contributions, insurance options, profit-sharing plans)

Our team proudly works with more than 250 medical residents, fellows, and physicians and regularly speaks to residency/fellowship programs at both schools and hospitals. We provide educational outreach about financial planning in residency and in practice. We are a perennial sponsor at Match Day for graduating IUSM medical students and hold several events each year for graduating students and residents/fellows.