At Westward Financial Strategies and Lifestages Financial Planning (soon to become Lifestages Financial Strategies), we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan — one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That’s where we come in. We draw on years of financial planning experience to create mid and long-term strategies. Whether your concern is paying too much in taxes, planning for the continuity of your business, or how to conserve and create income throughout your retirement, we can help you.
“If your only tool is a hammer, then every problem looks like a nail.”
In today’s troubled time's people are looking for someone they can trust to give honest, straightforward advice. We find our clients also want someone who understands the heart behind the numbers and are concerned that their beneficiaries and successors will have the necessary guidance to continue to carry out their plans. We are that someone for our clients. We strive to truly listen to your needs and concerns. Working hand-in-hand, we help you develop a personalized financial strategy that makes sense. We help you turn your dreams into actionable goals and your goals into reality.
We believe many financial planning firms are limited by a lack of financial tools or an over-focus on accumulation, with a complete disregard for risk management or planning. Our goal is to firmly embrace a balanced-approach to accomplish your goals.
- Insurance – Managing Risk
- Investments - Accumulating Wealth
- Income Investing - Distributing Wealth
- Planning - Developing Strategies
We represent over 100 insurers, fund managers, advisory platforms, and service providers with our affiliation with Woodbury Financial Services. Our advisors work with these platforms to help you optimize your savings and investments.
We work closely with your other advisors (Attorney, CPA, etc.) to help ensure the work we do, and the work they do, fit together.