Tre Burnette- WestPoint Financial Group

Tre Burnette- WestPoint Financial Group Retirement planning, investing, life insurance, income protection

Reach out if you need help figuring out how to work family goals into your financial plan.
09/20/2021

Reach out if you need help figuring out how to work family goals into your financial plan.

Wrangling your budget while raising a family can seem overwhelming — but it doesn’t have to be. Here are 3 tips on how to save money for your family financial goals.

This is why retirement planning and a solid strategy to create retirement income is so important. Please reach out if yo...
09/16/2021

This is why retirement planning and a solid strategy to create retirement income is so important. Please reach out if you’d like help with your planning.

Can I avoid paying taxes my 401(k) withdrawal? There are strategies you can use to minimize your tax burden. Learn how to make tax-efficient 401(k) retirement withdrawals.

Reach out if you need some help figuring out the best savings plan for your family.
09/13/2021

Reach out if you need some help figuring out the best savings plan for your family.

When it comes to setting up savings plans for college, the earlier you start the better. Here are 6 options to consider.

Tips to help you and your budget before you restart your payments.
09/07/2021

Tips to help you and your budget before you restart your payments.

Repayment of student loans stays on pause through January 2022. Here’s what you can do to ease back into your payments.

Expect to see a wide range of Labor Day sales and end-of-summer deals.
09/02/2021

Expect to see a wide range of Labor Day sales and end-of-summer deals.

Labor Day always brings a reliable range of sales in several different categories. Here are 4 things to buy in September and 2 you should skip.

If you haven't started a financial plan yet, let’s talk.
08/26/2021

If you haven't started a financial plan yet, let’s talk.

What is the difference between budgeting and financial planning? Learn more about their key differences.

Reach out if you need help organizing your wedding budget.
08/24/2021

Reach out if you need help organizing your wedding budget.

Wedding trends are changing, including creating a wedding registry. Learn some pro tips that help make creating a wedding registry easier for you and your guests.

It helps you define what wellness looks like for you.
08/20/2021

It helps you define what wellness looks like for you.

Grokker CEO Lorna Borenstein created a customizable framework to help you measure whether you’re meeting wellness goals. Here’s how you can make it work for you.

If your budget changed a lot over the past year, let’s talk about how that could impact your financial plan.
08/17/2021

If your budget changed a lot over the past year, let’s talk about how that could impact your financial plan.

The pandemic helped a lot of Americans be better about their finances — but how do you keep it up? Here are 4 money habits that will help keep your household budget in check.

Reach out if you want to work a dream trip into your financial plan.
08/13/2021

Reach out if you want to work a dream trip into your financial plan.

Mapping out a vacation plan with your significant other will require compromise. Here are some tips to help couples get on the same page about their travel budget.

Expect to see widespread back-to-school bargains and end-of-summer sales.
08/05/2021

Expect to see widespread back-to-school bargains and end-of-summer sales.

Watch for sales connected to back-to-school season and summer winding down. Here are 5 things to buy in August and 2 you should skip.

Ensure both of you are financially prepared.
08/04/2021

Ensure both of you are financially prepared.

If your child is leaving home for the first time, this college-prep checklist will ensure both of you are financially prepared. Here are five tasks to complete this summer.

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8010 Excelsior Drive
Madison, WI

Telephone

+16084384873

Website

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