Products & 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

Let Us Help You Add Value

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation), needs to carefully plan in order to ensure that all of the pieces are working together to potentially produce the most favorable results. WestStar Financial Group can help you provide value added services to your clients, while helping you stay within the growing guidelines of the compliance world.

* Securities offered thru Voya Financial Advisors