Financial Planning

Building Community. One Financial Plan at a time.

Have you ever asked yourself one of the following questions?…

  • Will I have enough savings to retire when I want?
  • How will I fund my child(ren)’s education?
  • I pay too much on taxes – how can I pay less?
  • Safe investments provide almost no return. What are my alternatives?
  • Will my family be taken care of financially if I unexpectedly die?

These are questions our experienced and licensed Financial Advisors want to discuss with you.

By fully understanding your financial situation, and your short and long term goals, we recommend strategies designed to meet your objectives. No two plans are the same – each situation is as unique as the people they are designed for.

A comprehensive financial plan helps address these questions by outlining strategies to meet the financial objectives of the individual or family.The summary of all the information, advice and strategies, forms your personalized financial plan.

Call 1-877-WESTOBA to make an appointment with our Financial Planning Solutions Team or email infowcul@westoba.com. We’re mobile and will meet wherever you like! We believe in making the process as simple as possible.

Already have an appointment with a Financial Planner? Take a look at this checklist to make sure you bring everything you need!


Life is busy and we believe in accommodating your schedule. We will meet with you when and wherever you like. It's a simple approach to financial planning.


Click here to see common investment questions answered.