Comprehensive financial planning for every stage of life
At Westface Financial, we believe your financial life is a journey—one worth navigating with purpose, curiosity, and confidence. Whether you're charting a course toward retirement, mapping out college funding, or just exploring the terrain of smarter money decisions, we’re your guide and trusted navigator. Let’s adventure together—your financial future is waiting to be discovered.
We're here to help
At Westface Financial, Beatrice Schultz, CFP® is your trusted guide on the path to financial confidence. Together, you'll:
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Save boldly for what’s next
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Craft a smart, lasting estate plan
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Chart a clear course to retirement
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Support aging parents with care and strategy
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Get ready for life’s twists and turns
No matter where you are on your journey, we’re here to help you move forward with purpose. Here's what you can expect when you work with Westface Financial.
Listen
We meet you where you are, work hard to earn your trust, and listen closely to understand your unique goals.
Visualize
We break through the financial jargon and complex terms to help you visualize your complete financial picture.
Educate
We build your financial confidence by exploring best-fit options to optimize, protect and grow your financial assets.
Plan
We deliver a holistic, personalized financial plan that empowers you to confidently achieve your financial goals.
Comprehensive financial planning for every stage of life
Save for Life's Big Moments
You want a plan to save for major goals—like a car, home, college, or wedding—without disrupting your lifestyle. We help you calculate savings needs, weigh investment tradeoffs, and maximize tax efficiency
Build a Confident Retirement Plan
You want confidence that your vision of a financially secure retirement is achievable. We help you define your income needs, choose suitable investments, and create smart retirement withdrawal strategies.
Protect against the Unexpected
You want peace of mind knowing your finances are protected against life’s surprises. We help you build an integrated Asset Protection Plan tailored to your personal and financial circumstances.
Leave a Lasting Legacy Plan
You want to leave a legacy for loved ones and causes you value. We help you design an estate plan that aligns with your goals, integrates with your finances, and minimizes taxes.
Plan for Aging Parent Care
You want guidance in supporting aging or ill parents with care and compassion. We provide planning strategies, help coordinate resources, and can speak with your parents on your behalf.
Because we hold both securities and insurance licenses and are seasoned experts in both areas, we help you in a more encompassing way than advisors who are only licensed in one or the other. Our philosophy is to help you in the broadest context possible with the overall financial management of your savings.
To learn more about Westface Financial and Insurance Services please give us a call at (360) 818-7726, or send us a note below.