Our Services

Financial planning is the process of determining how individuals and companies can meet life or institutional goals through proper management of their financial resources.  Westbrooks Dugger & Westbrooks Financial helps identify your goals and needs and, through our tailored and disciplined process, helps you pursue the desired results.  Our efforts are focused not only on the accumulation and management of wealth, but also the efficient deployment of your assets when needed.

For Individuals

Comprehensive financial planning

Investment advice

Retirement planning

Estate planning

Charitable giving

Educational and college planning

Tax planning

Insurance advice

For Companies

Qualified retirement plans

Non-qualified retirement plans

Plan investment analysis

Plan design services

Fiduciary information

Executive benefit planning

Employee education programs

Individual participant assistance

Employee retirement planning