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In Tune with
Your Tomorrow. Directing Your Future — Today.
The Right Strategy, The Right Services, at the Right Time
Our Retirement Map is a flexible, tailored strategy that brings together the right services at the right time. It’s designed to grow with you, providing clear guidance and confidence as you navigate through each stage of retirement.
Our Services
Why Choose a Certified Financial Planner Professional?
Many believe that all financial planners are “certified” financial professionals, but this is false.
Anyone can use the title “Financial Planner,” but when you see a CFP mark next to an advisor’s name, that means they have met rigorous qualifications for financial planning.
As you consider how best to manage your financial future, you should feel confident knowing that we have a CFP professional trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.
The More You Know
What is a Retirement Management Advisor (RMA®)?
A retirement management advisor is a financial professional certified to create custom retirement plans for their clients. Alex has undertaken additional education and training in retirement planning and is ready to work with clients to develop personalized retirement income plans designed to mitigate risk.
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Alex gave my wife and I peace of mind as we moved from our work life into retirement. He has always been active and proactive in our dealings, addressing any concerns and opening up opportunities we didn’t even know existed. Alex respects the effort we put into our financial journey and has worked closely with us to build on it and continue moving forward.
RWM Client Steve N.
We have known Alex Westberry since he was in public school. The main reason my wife and I chose Alex to be our financial advisor is based on trust and integrity. Both seem to be scarce assets these days. If I was in a foxhole surrounded by the enemy Alex would be my first choice to be in the foxhole to back me up.
RWM Client Preston C.
