WestPoint Private Client Group building Vision and Value through comprehensive financial planning and estate strategies

Vision and Value are two very powerful concepts that are often overlooked in the financial planning process.

The discovery of these critical driving forces allows the planning process to reveal a person’s values, thoughts, and attitudes regarding three key areas in the planning process—Personal Resources, Heritage Resources, and Social Capital Resources.

Whether your focus is business, personal or extended family, the WestPoint way guides you through a key process of

articulating values regarding the most important planning issues you face. The result is a road map that guides the entire process from beginning to end.

Once Vision and Value have been established the process of optimal planning begins. This process begins by taking into consideration the three primary areas of Personal, Heritage and Social Capital Resources and applies solutions to your unique situation. The most effective planning happens at the point these three areas intersect. It is the opposite of traditional planning approaches that begin with tools and techniques that may or may not leverage resources in conjunction with your values.

Stay informed~Avoid big surprises~Simplify your life.  
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Licensing
We are licensed to sell insurance in the following jurisdictions: Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Michigan, Nevada, New Jersey, New York, Ohio, South Carolina, Virginia, Washington DC, Wisconsin. Kevin Clasen, CA Insurance License #0F96018; State of Domicile IN

We are registered to sell securities* in the following jurisdictions:  Arizona, California, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Ohio, Pennsylvania, South Carolina, Washington, Wisconsin 

Securities Disclosure
Scott W. Eckart, Kevin Clasen, and James C. Brocke are registered representatives of and offer securities, investment advisory, and financial planning services through MML Investors Services, Inc., member FINRA/SIPC. 900 East 96th Street, Suite 300, Indianapolis, IN 46240. Telephone: 317-469-9999.

CRN201009-107647