WESTMINSTER PARTNERS, INC.
SARASOTA, FLORIDA

Dale Adcock, President of Westminster Partners, started out with a degree in education. Though he never taught in a traditional classroom, he sees his role as a financial advisor as that of a teacher. Dale has worked for small and mid-sized stock and insurance brokerage firms, but his passion is not about sales. Dale’s desire is to relieve individuals and businesses from financial burdens that prevent them from giving their best. Poor financial planning leads to terrible things like divorce, bankruptcy, or failed businesses—and it doesn’t have to be that way. With a little guidance, Dale believes anyone can develop the habits they need to live with financial security and stability, no matter what their resources. Even more, Dale strongly believes in the concept of stewardship and giving back. I desire to help people create wealth and to use it wisely. – Research indicates that businesses with a healthy benefits program attract and keep better and more productive employees. With self-employment on the rise, a strong benefits program is a key competitive hiring advantage. Westminster Partners works with small to mid-size businesses to provide affordable solutions and manage them for you. We provide the financial expertise you need within a budget you can afford, so you can put more dollars into what you do best. Together, we give your firm the strongest financial and benefits advantages available. You get up every morning and give 100% to provide for yourself and those you love. But you may have a nagging feeling that you are missing something when it comes to financial planning and management. Perhaps finances are not your area of expertise, and you find it easy to get lost in all the terminology and choices. Start with an advisor who will listen, help you prioritize, and educate you on choices. Westminster Partners specializes in making financial matters easy to understand. We will never pressure you to do anything that you don’t fully understand. We want you to walk away with the comfort of knowing exactly what you are doing and why. There’s a joy and intellectual satisfaction in being able to handle your finances with confidence. Our goal is to get you there. Westminster Partners is in the business of making sound financial planning an approachable and manageable matter. We know how complicated and time-consuming financial issues can be. It is important to ask the right questions and do the right homework to make good decisions. We provide the expertise and resources you need in order to understand your choices and choose wisely. Business Financial Services