Products and Services



In the most basic sense of the action, to invest capital is to purchase financial products with the hope of future appreciation of the original capital. Factors such as risk tolerance and time horizon play crucial roles in the construction of a customized investment portfolio. With extensive knowledge and access to an array of investment vehicles, our team is dedicated to working with our clients to create the most suitable investment portfolios for each unique vision. One size never fits all – even for the same person! That is why we are always checking in to ensure that our clients’ portfolios evolve and adapt with the seasons of their lives.

Connect with us to uncover your most suitable investment strategies for the here and now.



Picture your retirement lifestyle for a moment. Imagine it in as much detail as possible. Now imagine how you will afford the lifestyle you desire. Perhaps your dreams were just crushed, or perhaps you have an idea of how you will utilize your assets. Either way, our team is here to help you pinpoint specific strategies to help increase your chances of turning those dreams into your future reality. Everyone is writing a unique story. – We are here to guide you to a happy ending. Let’s get started!



We like to think of insurance as one of the foundational elements of a strong financial plan. Like all carefully thought-out plans, there must be a clear goal in mind, a roadmap to obtain that goal, and safeguards in place for when setbacks occur. Insurance primarily falls under the third category, because it offers protection from financial burden in unfortunate circumstances such as: death, disability, or long-term care needs.

Life insurance, in its simplest nature, is purchased to secure a death benefit for designated beneficiaries.

Depending on your specific needs, our team can assist you with the purchase of either term life insurance or permanent life insurance. Term life insurance provides coverage for a set period of time, depending on the product. Permanent life insurance can come in many forms: whole life insurance, variable life insurance, universal life insurance, and survivorship life insurance. All permanent life insurance policies guarantee a death benefit for life as long as the policy holder pays the premiums. Our team is here to help our clients determine the best approach for their specific life insurance needs.

Disability income insurance is another foundational pillar of protection. An individual disability income insurance policy can help supplement group long term disability benefits and protect a larger portion of an individual’s income. Our team evaluates and recommends appropriate products based upon an individual’s unique income protection needs.

Connect with us, and we will be happy to go over an approach that is most suitable for your specific needs.


College Savings

The cost of higher education is enough to intimidate even the savviest investor. Our team works with parents across the country to develop strategic savings plans to be redeemed when a child flees the nest.

Our team is able to help clients navigate through all of the potential vehicles so that they can make the best decision for their families.

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Holistic Design: eMoney® Planning Software

eMoney® is an advisory planning software used with our WestPoint Capital team. Combined with Advisor360® , eMoney® will use data to create robust modules that include the following:

  • Retirement income needs analysis
  • Risk Management needs analysis
  • Monte Carlo analysis
  • Purchase goals needs analysis
  • College funding needs analysis