Why WestPoint

Why WestPoint

Critical to our “needs-based” approach is our ability and commitment to listening and asking the right questions.  We get to know our clients and to understand what is truly important to them.  Our goal is to help you achieve your goals.  To that end, we use a four step process to help you solve your financial problems.

 

Analyze
Before we recommend any product or service, we ask questions and get a clear understanding of your circumstances and financial objectives.  We then analyze your insurance and investment portfolios to identify any gaps that may exist.

 

Recommend
We will provide you with options to fill in the gaps or to help you reach your short, middle and long term objectives more efficiently.

 

Implement

If you agree with our recommendations, we will partner with you to implement them and help you secure the required products and services.

 

Review

Because your financial situation is bound to change, we will work with you over time through periodic reviews to help you monitor your strategy and its ability to continue to meet your goals.

 

Featured News

WestPoint Financial Group Sponsors a Home for Healing

Published Friday, April 28, 2017

WestPoint Financial Group is proud to be a sponsor of Design for a Difference’s Program at The Transformations Center for Healing in Hamilton County!

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WestPoint Financial Group has made the 2016 Best Places to Work in Indiana finalist list!

Published Tuesday, February 16, 2016

(Tuesday, February 16, 2016) WestPoint Financial Group is has been selected as one of the Best Places to work in Indiana for 2016.

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WestPoint Hosts a Night at the Haunted House at the Children's Museum

Published Thursday, October 16, 2014

 

 

 

 

 

 


(Thursday, October 16, 2014) – WestPoint Financial Group, hosted its 4th annual Night at the Haunted House this past October

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