Our 10 Step Process

                Our 10 Step Process
                 1. Address Primary Issues
                 2. Create a Special Care Vision
                 3. Guardianship & Trustee(s)
                 4.  Identify Financial Resources
                 5. Determine Plan/Care Costs
                 6. Prepare Letter of Intent
                 7.  Prepare Will(s)*
                 8.  Establish Special Needs Trust
                 9. Hold Family Meeting
                10.  Review Plan Annually

Recent News

WestPoint Financial Group Makes Top 10 at Indiana’s Best Places to Work Awards Dinner

Published Friday, May 3, 2013

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WestPoint Financial Group was recently honored as one of the top ten Indiana’s Best Places to Work on the major company list during the 2013 Best Places to Work Indiana Awards Dinner Thursday evening.  

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WestPoint Financial Group Named One of the Best Places to Work in Illinois for the Second Consecutive Year

Published Friday, May 3, 2013

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WestPoint Financial Group was named as one of the Best Places to work in Illinois for the second consecutive year. 

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WestPoint Financial Group named one of Indiana’s Best Places to Work 6 Years in a Row

Published Friday, March 29, 2013

WestPoint Financial Group was recently named as one of the 2013 Best Places to Work in Indiana.  The awards program was created in 2006 and is a project of the Indiana Chamber of Commerce, BizVoice®, Inside INdiana Business, the Society for Human Resource Management (SHRM) - IN State Council, the Indiana Economic Development Corporation and Best Companies Group. 

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