Westerhoff, Donald

Our Journey

Financial Services of Bradenton has been guiding individuals, families, professionals, and businesses towards financial stability since 1988. Founded by Don Westerhoff, the firm has evolved into a trusted partner, offering personalized financial planning and investment services. Today, Don is joined by his son-in-law, Darin Pierce, carrying on the legacy of providing exceptional client service and tailored solutions.

Our Philosophy

We believe in a holistic approach to financial planning, understanding your unique goals and aspirations to create a personalized plan that aligns with your individual needs. We focus on:

• Preserving and growing your retirement savings
• Developing a systematic approach to generating a reliable income in your golden years
• Offering guidance and support throughout the financial planning process

Our Services

We offer a comprehensive range of services to address your financial concerns, including:

• Retirement Planning: Comprehensive analysis, contribution planning, and income distribution strategies
• Investment Planning: Goal-driven portfolio construction, regular review and rebalancing
• Asset Management: Professional guidance in selecting appropriate investments
• Estate Planning: Review and refinement of your estate documents to ensure your financial wishes are met
• Business Planning: Retirement plans for employees, succession planning, and business valuation assessments

Our Commitment

Your financial success is our ultimate goal. We are committed to:

• Building strong client relationships based on mutual trust and open communication
• Delivering personalized attention and customized solutions
• Utilizing our extensive experience and industry knowledge to navigate the ever-changing financial landscape
• Providing regular updates and reports on your portfolio performance and progress

Join Us on Your Financial Journey

We offer a complimentary initial consultation to discuss your financial goals and concerns. Contact us today to schedule a meeting and take the first step towards securing your financial future.