Everyone has different financial goals, but what each person has in common is their need for a financial plan. Regardless of what you want to work towards, you need a financial roadmap to get there. Whether you want to save for college, retirement or other goals, it all starts with listening to you, and creating a plan that matches the right financial services with your needs.
I pride myself in understanding the financial situations of my clients.
IS THIS YOU?
Do you have investments in multiple accounts but no strategy as to why you own what you own and why you have what you have?
Has it been years since you have met with your advisor or does your advisor only call to sell you something?
Are you a busy executive, Doctor, or business owner that just needs someone to organize and plan their complex financial situation?
Do you watch money programs on television, listen to generic radio talk shows and read books on money hoping to better understand the complex issues you face with your particular financial situation?
You would never take a vacation without planning where you would stay, how you would get there, or how you would pay for it. Why would you do any less when preparing for your retirement? Let us help you design your Roadmap to Retirement now so you can enjoy the journey.
If any of these describe you then I have the solutions you need to get your retirement plan on track.
|Firm Start Year:||2006|
|Name of Broker/Dealer:||First Allied Securities, Inc.|
|Name of Custodial Firm:||Pershing|
|States Licensed in:||MI IN FL OH CA NE NY IA LA TX AZ TN|
|Number of Years with Current Firm:||9|
|I work with the following types of clients:||Businesses , Individual Investors , Non-Profit Organizations , Investment Clubs|
|Investment Types:||Commodities , Mutual Funds , Bonds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your home , At my office , Via phone , At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Health , Long Term Care , Variable Annuity , Life , Disability , Annuity , Variable Life|
|Financial Organization Memberships:||National Association of Insurance and Financial Advisors (NAIFA) , Million Dollar Roundtable , Financial Planning Association (FPA)|
|Non-Financial Organization Memberships:||Chamber of Commerce West Michigan Better Business Bureau Local First|
|Firm's Number of Clients:||450|
|Firm's Number of Planning Clients:||450|
|Assets Managed by Firm:||$150 Million|
|Assets Managed by Advisor:||$80 million|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Hourly , Flat Fee , Based on Assets|
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Forest Hills Financial Inc. and Securities America are separate entities.
When Jaime Westenbarger bought his first stock while still in High School, he was unaware the large influence that the purchase would have on his future. Always interested in finance and economics, Jaime enrolled at The University of Michigan shortly after completing his service to our country in the United States Marine Corps. In 1999, he officially entered the financial services industry and worked in a number of capacities including but not limited to managing a team of financial advisors until he decided in 2006 it was time to build his own company, Forest Hills Financial.
Since starting Forest Hills Financial in a small one person office in 2006, Jaime Westenbarger has turned the financial world on its head. Through his nationally syndicated radio show, The Keeping Your Money Show, he has helped thousands of people filter through the salespeople of the financial services world and focus on the information that actually matters. Jaimes style of simple explanations of complex problems helped grow his business in only seven years to include clients in 15 states, advisors in four offices, and The Keeping Your Money Show continuing to grow its listening audience. Recently honored with speaking to entrepreneurs at an event hosted by Steve Forbes and authoring a chapter in Mr. Forbes latest book Successonomics, the reach of Jaimes message continues to grow across the country.
Jaime resides with his amazing wife, Hillary and their two children in the Forest Hills community of Grand Rapids, Michigan.
|Mon.||8:30 AM - 6:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 4:30 PM|
|Thu.||8:30 AM - 4:30 PM|
|Fri.||9:00 AM - 4:00 PM|
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