Financial Planning 

Individual Solutions for Individual Needs

Get comprehensive financial planning and guidance from someone you can trust. At Westerra Financial Advisors, our mission is to help our clients and their families attain financial peace of mind by providing a comprehensive review of our clients’ investment objectives combined with sensible investment strategies, to help them achieve their financial goals.

• We make sure you understand your needs, constraints and goals.
• We perform an in-depth analysis of your financial situation.
• We assess your goals through the use of cash flow, risk management, investment, tax,* and estate planning* coordination analysis.

In preparation for our initial meeting, use the following link to access and complete the Confidential Questionnaire for your situation. After the form has been completed and returned, we will contact you to schedule an appointment. 

Confidential Questionnaire

Financial Priorities Worksheet (optional)

Please click here to contact the financial advisor who can help map out a plan that is right for you.

New Rules for Roth Conversions in 2010

Early Distributions From Your IRA

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.

*Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including information about estate planning, please consult your attorney.

FR120931-3407