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15450 S Outer 40 Drive
Suite 250
Chesterfield, MO 63017

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Karen Boykin

314-300-6670

 
The Cost of Procrastination Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A

Westward Financial Strategies is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. It is our goal that through working with us, you gain the financial confidence that comes from knowing you can deliver on the important promises you make to your family and yourself.

We hope you will find this site useful and will make it one of your resource centers.  If you have questions about how life insurance or disability insurance fits into your overall financial plan, you're in the right place.  If your question is whether or not fixed annuities are a suitable investment choice for you, you're in the right place.

We serve individuals and business owners in all areas of financial planning, including:

Investment Management*
Retirement Strategies
Estate Conservation
Insurance and Annuity Products

Helpful Content

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

 

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Surprises

Making the most of surprises is a great reason to work with us.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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