Posted by Bill Selzer on Apr 03, 2023

“Avoidance of pain and attainment of pleasure” can be realized by saving for today and planning for tomorrow with a protection strategy encompassing product solutions, wealth management and financial planning.

On March 31st, Michael Beinlich from the Wauwatosa Westpoint Financial Group Branch visited the Elmbrook Rotary Club (ERC).
Michael shared that Westpoint Financial believes in a culture of genuinely caring about people by working together in a welcoming and inspiring, inclusive valued way.

The time and resources invested are just a couple of reasons Westpoint earned trust from so many in this area”. Community involvement with charitable organizations, meaningful civic events, and other efforts are deeply important to the business.

Our goal is to bring “financial wisdom and clarity in a world of infinite information, and to be recognized as the financial services firm that continuously evolves to reflect the communities we serve” says Beinlich.

Beinlich  states, "Our goal is to help you achieve your goals. To that end, we use a four-step process to help you solve your financial problems."

· Analyze – Before we recommend any product or service, we ask questions and get a clear understanding of your circumstances and financial objectives. We then analyze your insurance and investment portfolios to identify any gaps that may exist.

· Recommend - We will provide you with options to fill in the gaps or to help you reach your short, middle, and long-term objectives more efficiently.

· Implement – If you agree with our recommendations, we will work with you to implement them and help you secure the required products and services.

· Review – Because your financial situation is bound to change, we will work with you over time through periodic reviews to help you monitor your strategy and its ability to continue to meet your goals.

Mike, thank you for sharing your company’s mission, vision, and strategies. The question-and-answer session was informative and enlightening.

If you are interested in learning more about this company, visit www.westpointfinancialgroup.com

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