Our Services

At Weststar Financial Group LLC, we provide assistance in the following areas:

COMPLIANCE
  • Annual Informal Reviews
  • Advertising Submittal
  • General Compliance Issues
INVESTMENTS
  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Variable Annuity
 FINANCIAL PLANNING
  • Retirement Planning
  • Tax Planning Strategies
  • 401(k) Planning
  • 401(b) Planning
  • College Funding
  • Estate Planning Strategies
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
INSURANCE
  • Disability Income
  • Life Insurance
  • Long Term Care