Avoid These 6 Mistakes In Stretch IRA Planning

Avoid These 6 Mistakes In Stretch IRA Planning

By Jeanna Nation

As talk of the possibility of tax reform continues in Washington, there's an increased focus on the rules for "stretch…

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Don't Ignore These Seven Retirement Saving Ideas

Don't Ignore These Seven Retirement Saving Ideas

By Jeanna Nation

Everyone knows it's important to save for retirement. But what are the best ways to do it while minimizing the…

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5 Steps To Help Women Save More For Retirement

5 Steps To Help Women Save More For Retirement

By Jeanna Nation

According to the latest statistics, women have made great strides in saving for retirement but still lag far behind their…

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7 Late Moves To Cut Tax This Year

7 Late Moves To Cut Tax This Year

By Abby Belvin

As the days left in the year dwindle to a precious few, there's still time to implement tax-saving strategies. Here…

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Tie The Knot For Retirement With A Spousal IRA

Tie The Knot For Retirement With A Spousal IRA

By Abby Belvin

In most families, one spouse does better financially than the other. For example, if you stayed home to look after…

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How To Improve Chances For College Financial Aid

How To Improve Chances For College Financial Aid

By Abby Belvin

Will your child enter college soon? However much you have managed to save, it may fall short of the very…

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WEST FINANCIAL ADVISORS LLC.

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As an independent wealth management firm, West Financial Advisors offers you personalized financial planning services based on your life goals and guided by your best interests.

Our mission is to help you grow and protect the assets you’ve worked hard to earn and build. We put our experience to work for you by:

  • Taking the time to understand your needs and aspirations.
  • Creating a comprehensive financial plan that addresses retirement income, investment management, estate planning, and other concerns.
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Attaining financial security is a marathon, not a sprint. Let West Financial Advisors be your trusted partner for the long term. As a Registered Investment Advisor, we offer objective advice on a fee-only basis, free from sales quotas and commissions.

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College Funding for Working Wealthy
The purpose of this report is to inform “Working Wealthy” households (+$100,000 annual income) of key concepts related to planning for post-secondary education funding.  This paper includes information about the cost of college, funding sources, and strategies to help you get ready for it. Click here to receive a free copy of our report so you can start planning for college today!