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  • Home
  • About us
    • Our Firm
    • Our Process
  • Our Services
    • Growing Wealth
    • Protecting Wealth
    • Tax Planning
    • Banner Residents Exclusive
  • Resources
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Contact us
  • Home
  • About us
    • Our Firm
    • Our Process
  • Our Services
    • Growing Wealth
    • Protecting Wealth
    • Tax Planning
    • Banner Residents Exclusive
  • Resources
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Contact us

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

What Is My Current Cash Flow?

Paying Off a Credit Card

Historical Inflation

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Westmark Wealth Management

Westmark Wealth Management is a comprehensive financial planning firm specializing in tax-efficient strategies designed for physicians to grow and utilize insurance to protect their wealth. Westmark was founded out of a desire to create a comprehensive financial planning experience to meet the unique needs of physicians from residency to retirement.

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5050 North 40th Street, Suite 140 Phoenix, AZ 85018

info@westmarkwealth.com

602.887.5179

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