Financial Planning Services
Charitable Gifting Strategies
Have philanthropic goals but not sure how to execute them efficiently? At Westview, we work hand in hand with clients to help them reach their altruistic goals. Whether that is creating and funding a Donor Advised Fund (DAF), managing a Charitable Remainder Trust, or making Qualified Charitable Distributions (QCD’s) in retirement, we work with you to create and execute a tax efficient charitable strategy.
Common questions from clients:
What should I consider before buying a house?
Should I buy or lease a car?
Can I afford to start a business, buy property, or go back to school?
Should I consolidate retirement accounts from former jobs?
How much should I be saving vs. paying down debt?
Fair & Balanced Disclosure: Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Neither personalized nor specialized services, nor any professional credentials or designations, should be construed as a guarantee of client satisfaction or any particular outcome. Please see our Disclosures page for additional information regarding the professional credentials and Financial Advisor Magazine third-party rating discussed herein. No portion of the firm’s services should be construed as legal or tax advice, and legal and tax topics should be addressed with the qualified professional of the client’s choosing. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.