We help people who want to be financially independent in their retirement — or sooner.
The Retirement Readiness Process
The retirement readiness process consists of mapping your retirement journey, paying for it, and ongoing support. Consider David and Emily. They needed a plan, here’s how we helped…
Bob Winkelman, CFP®
I created Westward Planning Group to eliminate conflict, serve a more diverse group of people and nurture the whole person through a well thought out plan. (Read more)
Services & Pricing
WPG offers financial planning and investment advice for a flat fee. Read more about the benefits of working with a fiduciary.
Ready for Retirement?
Use our Retirement Readiness Calculator to see how close you are to your goals.