The Portfolio Recovery Strategy Program ™
An investment recovery strategy service designed to help individuals reclaim market losses and preserve those gains as the economic cycles evolve.
Estate Capital Management System ™
A process to calculate capital needs both for the “estate period” and the “retirement period” for a family.
Commuted Value Proposal System ™
A methodology and a comprehensive client reporting document to compare a defined benefit pension option to its commuted value.
A unique retirement income planning program that emphasizes client participation and focuses on capital preservation and income sustainability.
Other programs and services offered by Westdale Financial Services:
- Customized Newsletters
- Portfolio Recovery Report ™
- Life Insurance Capital Management System ™
- Client Taxation Worksheet ™
- Fee for Service Calculator ™
For more information about our services, please contact us today.