Products & Services

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.

Business

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.

Educating the Educators

Our mission at WestPoint Financial Group is simple; we are dedicated to educating our school clients to help them fulfill their financial goals. Educators have a complex program of benefits. Our approach is to utilize our expertise and experience as a “team” to assist our clients in understanding and coordinating their benefits.

We provide resources for both the educator and School Corporation. Those resources include educational workshops, financial planning, retirement plans (403b’s & 401a’s), insurance solutions, and individual investment programs. We also work with educators and retirees concerning their own specific needs.

Family

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.

Special Care

Our Special Care Team assists families that are caregivers for individuals with special needs. Our team approach helps ensure proper life care planning for the individual with special needs and their caregiver. We provide education, resources and financial solutions for families so they can focus on caregiving.

Special Care Planners* works with you and your professional advisors – your banker, accountant or financial planner, lawyer, social workers and health care providers – to review your financial picture and offer options that make sense for your situation.

*The Special Care Planner receives advanced training and information in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs and their families. Many of our representatives have earned the SpecialCare SM certificate from The American College, for *MassMutual’s Special CareProgram.

Our Special Care Planners

Michael Cahill
Kevin Clasen
Jim Thompson

More about our Special Care Team:

Our Process – Person Centered Planning
Resources- Professionals & Organizations
Helpful Articles
“Lights Up, Sound Down-” Movies

*MassMutual refers to Massachusetts Mutual Life Insurance Company

Residents and Physicians

We work with many individuals in the medical field. Over the years, we have assisted many physicians and residents with varying specialties, designed specific programs to fit their needs, and put insurance policies in place to help protect their paycheck in the event they become ill or injured.

Our goal is to help protect their ability to earn an income as well as accumulating wealth and to provide them the resources they will need in the future. Through a comprehensive financial planning process we can assist our clients accumulate, protect and distribute their wealth.

  • We work with more than 250 medical residents, fellows, & physicians, both here in Indianapolis and in various states throughout the nation.
  • We regularly speak to many of the residency/fellowship programs at IU School of Medicine and St. Francis Hospital, providing 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.
  • We advise our clients in areas such as:
    • Building emergency funds (money market accounts, systematic contributions, short-term investments).
    • Risk management (Own-Occupation 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)

Individual

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 get you where you want to go.

Agriculture

Our mission remains constant and simple: To help farm families continue their operations through succeeding generations.

Whether it is reviewing and updating an existing strategy, or initiating the process, our team approach allows farm families to customize and personalize their desires for the future of their operations.

We work with current advisors (banks, attorneys, CPA’s) to design and build a program that reflects individualized goals while maintaining the flexibility necessary to help ensure it is completed at the appropriate time.

Meet our Team:

Josh Plank
Nick Williams