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

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!