Go Mobile
Financial Planning
A clear path to your goals
Personalized guidance that starts with where you are today
and builds a plan for where you want to go.
The Planning Experience
Your goals. Your plan. Your pace.
Every solid financial plan starts the same way: with a real conversation. Whether you're building for yourself, your family, or your business, we start by getting to know you, your goals, your circumstances, and what matters most to you.
From there, a Westmark Wealth Management advisor becomes your partner in the process. We'll help you get clear on where you stand today, where you want to be, and the steps to close that gap. It's not about the numbers. It's about the relationship behind them.
Retirement Planning
When do I want to retire? How do I create income that can last?
Estate Planning Strategies
Who do I wish to inherit my assets? What is the most efficient process?
Insurance Planning
How can I help protect my assets and family if the unexpected happens?
Employer & Business Plans
What can I do to attract, retain, and care for quality employees?
See MoneyGuidePro® in action
Planning Process
Your Retirement, Your Way
We build your plan around what actually matters to you: your goals, your timeline, your priorities.
Discovery Meeting
An initial, no-obligation consultation to discuss timelines, concerns, and the personal objectives behind your investment and planning goals.
Education
We explain the concepts, strategies, and disciplines unique to your objectives so you’re empowered to make better financial decisions.
Plan Design
We identify and model recommendations around features, costs, benefits, time horizons, and liquidity characteristics that fit your situation.
Implementation
When we mutually agree to move forward, we put the plan into action and guide you through each step of the process.
Progress Review
On an ongoing basis, we discuss life changes, quantify progress, review asset allocation, and identify gaps, challenges, and opportunities.
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.
Estate planning may require tax and/or legal assistance, which neither LPL Financial nor it's registered representatives provide. Always consult a qualified tax and/or legal advisor.
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.