Our Services

Westward Financial Strategies offers our clients an impressive depth of expertise in investment planning, insurance planning, estate planning, and business insurance planning.

Westward Financial Strategies is the local identity for "The Guardian Life Insurance Company of America," a Fortune 250 company located in New York. Guardian has over 40 billion dollars* in assets and among the very highest ratings for quality, service, and innovative financial products. Through the past 150 years, we have been helping individuals and business owners plan for their financial futures. Providing millions of Americans comprehensive financial advice and strategies that are not limited to wealth building.

Westward Financial Strategies advisors hold a variety of professional financial designations and are well-versed in many financial disciplines. Our combined education and experience position Westward Financial Strategies to offer broad-based financial advice that our clients can trust.

To meet with a Westward Financial Strategies Advisor, contact us today.


Knowledge and experience to help you pursue your financial goals.
 

Westward Financial Strategies offers independent financial management and advice in the following key areas:
 
  • Investment planning, risk management, college funding, retirement planning, and estate conservation.
     
 
Our services are designed to help you answer the following questions:
 
 
 
  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement? 
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance? 

 

Our Services 
 
Retirement planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax management
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate planning
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Education funding
Recommending investment and accumulation strategies to help you pay for your children's education.

Investment planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Employee and executive benefits
Helping your business attract and retain qualified employees through benefit packages. 
 
 
 
 
* As of December 31, 2009, Guardian's Consolidated Statutory Net Admitted Assets for 2009 were $42.6 billion.
 

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