Financial Planning Services
Retirement Income Planning
After working for most of your adult life, it’s likely that you’ve become reliant on your income to live. But when you retire, does that mean your monthly income stops? Not necessarily. Your investment portfolio can act as your ‘second income’ and provide a monthly income stream. Whether the funds are coming from a taxable account or a retirement account, at Westview we position your portfolio to work for you. After all, you’ve worked to save and grow your portfolio for many years - now its time to let your portfolio do the work!
This focus on investments & savings as a second income is one of the things that sets Westview apart.
Common questions from clients:
What should I consider before buying a house?
Should I buy or lease a car?
Can I afford to start a business, buy property, or go back to school?
Should I consolidate retirement accounts from former jobs?
How much should I be saving vs. paying down debt?
Fair & Balanced Disclosure: Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Neither personalized nor specialized services, nor any professional credentials or designations, should be construed as a guarantee of client satisfaction or any particular outcome. Please see our Disclosures page for additional information regarding the professional credentials and Financial Advisor Magazine third-party rating discussed herein. No portion of the firm’s services should be construed as legal or tax advice, and legal and tax topics should be addressed with the qualified professional of the client’s choosing. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.