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Westco Financial Group

Westco Financial Group

2875 Main Street
Stratford, CT 06614

Phone: 203-908-4060
Website:www.westcofinancialgroup.com

Financial Planners in CT

Westco Financial Group is a comprehensive financial management firm is determined to help you create a plan that allows you to reach your financial goals while making sure that your family is protected.

Financial Planning

Financial Planning is the process of determining your current financial situation, identifying your financial goals, and figuring out how to get from where you are now to where you would like to be. The plan includes cash flow analysis, investment recommendations, tax planning, risk management, college planning, retirement planning, and estate planning.

College Planning

Our goal is to have your child or grandchild attend the best college possible, while paying the least amount of money out of your own pocket. Our expertise can help you reduce this major expense. The results often mean thousands of additional dollars available.

Retirement Planning

Retirement Planning basically involves three time periods: 1) Saving for retirement during your working years, 2) Making necessary retirement decisions right before retiring, and 3) Proper utilization of accumulated assets during retirement in order to provide the right mix of retirement income and inflation protection.

Estate Planning

We can help you accomplish two major objectives. First, help create a timely and cost efficient estate distribution plan, and second, to help minimize the reduction of your estate by federal and state taxes.

Life Insurance and Disability Insurance

If something happened to you today, who would support your family? In case of death, a life insurance policy can provide immediate cash to replace lost income, repay debts, help educate your children and pay for burial costs. A disability insurance policy will help you to pay your bills while you are unable to work.