Our Services
At Westminster Wealth Management, we have you—and only you—in mind.
Income Planning
- Retirement Plans
- 401(k) Planning
- 403(b) Planning
- Estate Planning
- Variable vs Fixed vs Fixed Indexed annuities
Tax Management Planning
- Ensure that you pay the lowest amount of taxes as allowed by law through the US Tax Code and create tax-free income when possible
- Roth vs traditional IRAs
- LIRPs
Legacy & Estate Planning
Ensure that your financial legacy is moved efficiently to whomever you choose
Family Asset Protection Planning
Strategize and implement ways to protect your most valuable assets in both your working and retired life
Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting Westminster Wealth Management or directly from the mutual fund, insurance company, or offering entity.