Our Specialized Financial Consulting Services

At West Point Financing, Inc., our primary focus is on helping you navigate your financial landscape with our suite of specialized municipal services. Our comprehensive approach ensures that all aspects of your financial plan are meticulously attended to.

Our Offerings

Strategic Financial Planning

Collaborate with us to develop your plan. Our expertise covers Capital Planning, Development Plan, Transactions, and Post Closing.

Investment Management

Discover the three fundamental objectives of our program: safety, liquidity, and yield. Enjoy in-house control, avoid conflicts of interest, benefit from oversight through quarterly reports and meetings, and embrace our disciplined program for a structured investment ladder safeguarding your cash flow.

Economic Development

Governments face projects requesting incentives from the public sector. We analyze opportunities utilizing grants, special tax districts, rebates, or community development authorities. Our fiduciary perspective helps achieve economically sustainable developments, strengthening communities and fiscal health. We evaluate potential projects, considering payback horizons, ROI, life-cycle development, and government-wide expense/revenue impacts, as well as negotiate with developers.

A person holding a pen and paper with graphs on it.
A view of buildings and cars in the city.

Strategic Consulting Services

Our professional teamwork and consulting services extend beyond debt issuance. Benefits from services include

  • Comprehensive Financial Review
  • Financial Policy Development
  • Debt Management
  • Budget Modeling
  • Cash Flow Analysis
  • Privatization Analysis
  • Bank Services Evaluation
  • Swap Transaction Advice

Count on us for expert financial advice.

Rating Agency Interaction

Proactive steps lead to desired credit ratings. We initiate the process with credit research, due diligence, and scorecard modeling to gain a comprehensive view of your strengths and challenges. We then create a credit presentation highlighting your advantages, identifying initiatives for implementation, and addressing challenges.

Municipal Leasing

Understand the challenge of limited funding, but don't let it hinder necessary equipment and facility upgrades. We offer fast, flexible solutions for local, county, and state officials. Whether as a placement agent or financial advisor, our extensive experience in municipal finance ensures your community receives the support it needs for quality service provision within budget constraints.

Trust West Point Financing, Inc to serve your community's needs today and in the future. Get in touch for more information on our services.