Retirement Prep Survey

Please take our simple retirement planning survey.


Retirement Prep Survey

If you are approaching retirement, click below to go through some of the questions we ask couples and individuals the first time we meet with them. As our founder often says, "Most people spend more time planning their vacation than they do their retirement!"

Contact us if you have further feedback on the survey and if you thought it was helpful.


Click Here To Take The Survey

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About Westminster Wealth Management

Our mission is to get to know and understand your needs, wants, and long-term goals.

Our goal is to help you work towards maximizing your income today while growing, preserving, and protecting your wealth for tomorrow.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you and your satisfaction.

Click Here To Take The Survey