Retirement Process

Goals you want to achieve… places you want to go… things you want to do… people with whom you want to spend time with.

These dreams have motivated you over the years to work hard and to sacrifice, so that one day you would be in the financial position to live the life you’ve always wanted. But you’re not there yet. Achieving your dreams takes more than hard work and sacrifice… it also takes planning and the knowledge of how to get there.

The advisors at Andrews & Westover Financial Services have experience helping people just like you accomplish their life goals. In fact, we don’t think anyone does it better.

Whether you want to spend your future retirement…

  • traveling the world with your spouse…
  • spending more time on hobbies like photography, or wine collecting, or cooking…
  • living on a horse ranch in the country or a cabin in the mountains…
  • creating a lasting legacy for your children and grandchildren…
  • supporting the charities and causes that you hold dear…

Or even if you just want to have the money and guidance right now to do the things that are important to you, we can help.

You see, at Andrews & Westover Financial Services, we combine both investment management with personalized, unbiased planning. We don’t think you can separate the two. After all, what’s the point of securing your financial health if you can’t do what you want with it? And what’s the use of creating a plan to achieve your dreams if you don’t have the financial means to get you there?

Here at Andrews & Westover Financial Services we have the best of both worlds. And we’d like to put that to work for you.