Westward Financial Strategies

Westward Financial Strategies, Explore Wealth

 

Today's investment climate offers many unprecedented opportunities. At Westward Financial Strategies, our mission is to help our clients to take advantage of those opportunities by providing them with three key tools:

•  A clear understanding of their financial goals

•  A well-defined roadmap for achieving those goals

•  Ongoing advice to help adjust their roadmap when their needs change


Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.

We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Click around and you'll find a variety of financial tools.

Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Westward Financial Strategies, please contact us today. 

 
David Boykin
President & CEO

Westward Financial Strategies
An Agency of The Guardian Life Insurance Company and Park Avenue Securities

 
This year marks the 150th anniversary of Guardian's founding... 

The Guardian 150th Anniversary history video, Changing Times, Timeless Values, tells the story of achievements and actions we've taken over the last century and a half to serve the individuals and businesses who put their trust in us. Click here to view the documentary on Guardian's history. 

The Guardian timeline highlights the extraordinary people who built our illustrious past, and the milestones they achieved to make us the successful organization we are today. Click on each year within the timeline to read about the highlights of our company's century-and-a-half history of profitable growth and enriching the lives of the people we serve. Click here to view Guardian's timeline.

 
www.JoinGuardianLife.com


 Click on the image below to view "Embrace Life"
©2010 Sarah Alexander/Daniel Cox/Sussex Safer Roads Partnership 

Read about our community involvement by clicking here. 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

More Newsletters →