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INDIVIDUAL PLANNING Investment Planning Asset Allocation strategies Retirement Income Strategies and Planning Insurance Analysis and Implementation College Funding Strategies Risk Management Strategies Planning for minor children/guardianship Disability Income and Long Term Care Insurance Tax Minimization Strategies EDUCATION Private Briefings on Financial and Estate Strategies Executive Briefings for business owners and their accounting and legal team designed to help evaluate their personal level of risk and possible action steps to reduce it. Exit Planning Strategies for business owners Succession Planning		BUSINESS STRATEGIES Qualified Retirement Planning 401(k) Roth and Traditional SEP Plans Simple Plans IRA (Roth and Traditional) Group Life, Health and Disability Income Insurance (employer provided or voluntary) Non Qualified Plans Deferred Compensation Business Succession and Exit Strategies Key Person Split Dollar ESTATE STRATEGIES¹ Estate Accumulation and Transfer Estate Tax Strategies Charitable Giving Strategies Dependents with Special Needs Planning
¹Estate Strategies are in conjunction with clients tax and legal advisors.

Licensing
We are licensed to sell insurance in the following jurisdictions: Arizona, California, 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

We cannot communicate with, nor respond to, requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

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. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual), and other fine companies. WestPoint Private Client Group is not a subsidiary or affiliate of MML Investors Services, Inc.

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