Educating the Educators

Our mission at WestPoint Financial Group is simple; we are dedicated to educating our school clients to help them fulfill their financial goals. Educators have a complex program of benefits.

Our approach is to utilize our expertise and experience as a “team” to assist our clients in understanding and coordinating their benefits. We provide resources for both the educator and School Corporation. Those resources include educational workshops, financial planning, retirement plans (403b’s & 401a’s), insurance solutions, and individual investment programs. We also work with educators and retirees concerning their own specific needs.

Featured News

Premier Client Group joins WestPoint Financial Group

Published October 20, 2017

Since 1948, WestPoint Financial Group has been providing excellent, individualized financial services to each and every client we serve...

WestPoint Financial Group Receives Best Places to Work Award in Indiana and Kentucky

Published May 2, 2017

WestPoint Financial Group was awarded as one of Indiana's and Kentucky's Best Places to Work on the Medium size company list.

WestPoint Financial Group Sponsors a Home for Healing

Published 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!