Our mission at WestPoint Financial Group is simple. We are dedicated to educating our clients to help them fulfill their financial goals. We offer relevant experience, personalized attention, and outstanding resources. Our financial and insurance associates listen intently, recommend thoughtfully, and care genuinely- about you, your family and your business.
Our associates are highly competent professionals, respected for their precise expertise, product knowledge and commitment to professional growth. Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business conduct.
Critical to our “needs-based” approach is our ability and commitment to listening and asking the right questions. We get to know our clients and to understand what is truly important to them. Our goal is to help you achieve your goals. To that end, we use a four step process to help you solve your financial problems.
Before we recommend any product or service, we ask questions and get a clear understanding of your circumstances and financial objectives. We then analyze your insurance and investment portfolios to identify any gaps that may exist.
We will provide you with options to fill in the gaps or to help you reach your short, middle and long term objectives more efficiently.
If you agree with our recommendations, we will work with you to implement them and help you secure the required products and services.
Because your financial situation is bound to change, we will work with you over time through periodic reviews to help you monitor your strategy and its ability to continue to meet your goals.