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Our Firm

At Westward 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 times 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 shares the concern that beneficiaries and successors will have a partner to guide them in carrying out your plans.  We are that someone for our clients.  Working hand-in-hand, we help you develop a personalized financial strategy to turn your dreams into actionable goals.

We believe many financial planning firms are limited by a lack of financial tools or an over-focus on accumulation without much regard for risk management or planning. We embrace a balanced-approach of planning, investing, and risk management to pursue your goals.

  • Planning - Developing Strategies
  • Investments - Accumulating Wealth
  • Insurance – Managing Risk
  • Income Investing - Distributing & Conserving Your Nest Egg
  • Estate Management - Coordination with Tax and Legal Advisors; Estate and Trust Administration Services

We have access to hundreds of insurers, fund managers, advisory platforms, and service providers through our affiliation with Woodbury Financial Services, Inc. Our advisors filter through these options to choose the most appropriate match for you when creating your plan.  We work closely with your other advisors (Attorney, CPA, etc.) to help ensure the work we do, and the work they do, fit together.  The resulting plan acts as a guide stone for you when contemplating financial decisions.