Who We Serve

While building relationships with potential clients is what drives us, we do utilize a broad spectrum of risk and investment products to help our clients achieve financial goals for themselves, their families and their business.


In an unpredictable world you need to protect yourself, and your future, by planning for uncertainties. 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 WestPoint Financial Group comes in. With our help you can create a financial roadmap to help protect you and your future, to help ensure dreams become reality. Our associates will listen to your needs and construct a program built around you. From insurance to retirement, we will customize a strategy designed to help you get where you want to go.


When there are loved ones depending on you it becomes even more important to plan for not only your future, but theirs. Suddenly you have to start thinking about educational savings on top of retirement. Insurance takes on added meaning when any loss affects the financial future of your family. WestPoint Financial Group understands the responsibility that comes with taking care of a family. Our associates will work with you to help protect and plan for the future of you and your loved ones. We will identify, implement and consistently review a financial strategy that grows with your family’s ever-changing needs.


Building a business is one of the greatest challenges you’ll ever face. Becoming profitable is a challenge, but maintaining consistent growth over time is the true test of success. The time and money you invest in your business should be protected and rewarded. WestPoint Financial Group is here to help you protect the investment you made in your business. Whether you have an established enterprise or you are just starting- up, it’s never too early or too late to begin planning. Personal, retirement, estate and succession strategies all have to be considered while plotting your course. Let our associates put our knowledge to use for you and your employees.