FINANCIAL & INVESTMENT MANAGEMENT SERVICES OVERVIEWAll Financial & Investment Planning begins with getting to know you, your priorities, goals & dreams. 
Attend one of our Financial Coaching Workshops or Zoom Webinars
Do you have a Financial Plan for life? Western States Financial holds regularly scheduled Financial Coaching Workshops or Zoom Webinars that are designed to bring you knowledge and clarity in a world of confusion. This is a great place to start! Sign up for the next Workshop or Webinar. Initial Consultation WSF will meet with you or your Company to learn about what is important to you, your financial goals, needs and dreams. We assess areas where we can improve your financial picture. We look for holes where we can fill in the gaps. This is where we decide if we are a good fit to work together. Review your current Investment Portfolio We will analyze & breakdown your current investments to show you how they are structured, and make sure that together they are consistent with our collaborative beliefs. We also evaluate costs, diversification, risks and tax efficiencies. Investment Philosophy It is important that our beliefs in investment strategies and your beliefs in investment strategies align with each other. Financial Coaching Most financial mistakes are not because of poor investments, but poor decisions. It's not enough to have the knowledge... you must follow it up with the correct behavior. We can definitely help educate you and provide guidance that aligns in living out your purpose in life, reaching your goals and fulfilling your dreams Financial Plan Time to take action! Together, we will develop and implement an achievable plan with your goals and individual needs in mind. The outcome of success is all in the planning! Estate Planning How do you pass on your Legacy to your heirs? Taking the time to put together an Estate Plan will ensure that what your desires to happen... will happen! This will make sure that your inheritance benefits your heirs and not Probate Court! Life goes by way too quickly, so it's important to make the time in pursuing our God-given purpose and fulfilling our dreams. For more information about all our services and the benefits we can provide you, please contact us. |
QUICK CONTACTFINANCIAL VIDEOS
Educate yourself with our financial videos!
|
|
|
