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401(k) & Retirement
Plan with purpose.
Personalized strategies to help you build, manage,
and enjoy retirement.
Retirement Starts with a Plan
Your future is closer than you think
Whether you’re working toward a comfortable retirement, setting aside money for a child’s education, or saving for a major milestone, progress begins with a clear strategy. Westmark Wealth Management helps clients turn financial goals into practical next steps, including guidance on 401(k)s, IRAs, rollovers, and income in retirement.
Smart saving for every stage of life
Retirement Planning
Starting earlier gives your savings more time to grow. We’ll help you automate contributions, choose investments that fit your risk comfort and timeline, and make the most of workplace plans like a 401(k).
Living in Retirement
Once you retire, the focus shifts to making your money last. Thoughtful budgeting, debt management, and Social Security timing decisions can meaningfully shape your income and financial confidence.
College Savings
Give the next generation a stronger start. A dedicated education savings approach can help ease future tuition costs while keeping your broader retirement goals on track.
Put your money to work
Small, consistent habits, and the right plan for your workplace benefits can make a lasting difference.
Automate your savings
Set up recurring transfers or payroll contributions so saving happens consistently.
Maximize workplace plans
Review contribution levels, employer matches, and allocation choices so your 401(k) or similar plan works harder for you.
Adjust as you get closer
As retirement nears, gradually recalibrate investments to balance growth with a more cautious approach to risk.
Check your progress
Use retirement and income planning tools, and regular advisor check-ins, to see if you’re still on the path you intended.
Preparation Builds Confidence
You don’t have to figure it out alone
Knowing your net worth, getting clear on your goals, and understanding how your 401(k), IRAs, and other accounts fit together, all of it helps you make better decisions. Like when to retire, how much to save, and what retirement distribution options are right for you.
A Westmark Wealth Management advisor can walk through your options with you and offer personalized guidance for your retirement.
Let’s Start Planning
Ready to start your planning journey?
Our advisors are available for complimentary, no-obligation consultations. Whether you have questions about retirement, investments, insurance, or estate planning, we’re here to help Westmark Credit Union members take the next step.
Call 208-535-1100, email parrya@westmarkis.com, or schedule online with one of our advisors.
Check the background of these investment professionals on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Westmark Credit Union and Westmark Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Westmark Wealth Management, and may also be employees of Westmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westmark Credit Union or Westmark Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
Westmark Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.