Why we liked to get to know our clients before we begin.

At West Financial Group our approach to helping our clients with their financial future is a little more involved than most financial advisors.Financial advisor getting to know clients. We understand that every person has had their unique journey in life and that their financial planning needs to be customized to fit their needs and goals. For example, a farmer will have different retirement goals than a tax accountant. We all have our hopes and dreams for the future, and we want to fine-tune your portfolio just for you.

That's why it is so important to sit down with every one of our clients and get to know them. We want to find out your story, where you came from and where you are headed. By getting to know you, we can provide financial planning that fits your individual needs. We want you to be in the driver's seat, so to speak, so you can achieve the retirement goals you have set for yourself.

Continue reading Why we liked to get to know our clients before we begin....

How do I know when it is time to finally retire?

You might be at retirement age, eligible for Social Security, and eligible for a pension, but that doesn't always mean you're ready to retire. When is it time to retire?  Retiring comfortably means different things to different people. The question is not whether it's possible to retire, but how much money you need to have saved to live the retirement you really want?

The only number that matters is the amount you need to reach your own personal desired retirement. That number is reached in a few ways:

Continue reading How do I know when it is time to finally retire?...

What is the Warren Buffett Indicator?

When it comes to investment advisors, one name routinely comes to the top of the list over and over again, Warren Buffett. What is the Warren Buffet Indicator?  His reputation and sound financial advice have led him to be known as one of the most influential investors in the world. He not only talks the talk, but most surely walks the walk, and is on the list of the top five wealthiest people in the world. He has helped many companies to prosper, including his own, Berkshire Hathaway Corporation.

Many financial advisors looked to Warren Buffett's "Buffett Indicator" when making significant investments. This indicator can help them decide if they want to invest in a particular country's stock market.

Continue reading What is the Warren Buffett Indicator? ...

Could the stock market crash again?

There's no denying it, the stock market, overall, has performed remarkably well over the last several years - to the point where some find stocks too expensive to afford. Could the stock market crash again? Some believe we're due for a natural market correction, or worse: a crash.

Unfortunately, predicting when stocks will drop or when/if the market will crash is impossible. But rest assured, it will come as the markets are cyclical and we are overdue for a bit of a recession. That doesn't mean, however, that we can't stay prepared for the next crash.

Continue reading Could the stock market crash again?...

How can I make sure I don't outlive my retirement money?

As minor retirement expenses accumulate, you have to consider the bigger picture. Annuity, Retirement funds Will your nest egg last through your entire lifetime? On average, most Americans retire by the age of 62, which means many retirees must cover living expenses for around 17 years.

An annuity is a long-term investment that you purchase from your insurance company. They are designed specifically to protect you from outliving your income. For many senior citizens or people over 50, annuities are an integral part of a successful financial retirement portfolio. Annuities help build tax-deferred savings to cover retirement costs like living expenses and healthcare.

Continue reading How can I make sure I don't outlive my retirement money? ...

Make the REST of your life
the BEST of your life.

For more than 14 years our mission at West Financial Group has been to guide our valued clients to financial security. We strive to address all of your concerns, ensure you understand the products we recommend and take pride in knowing you’re comfortable with the direction and strategy we provide you.

Our goal is to provide a “WOW” experience at every client interaction! We want every meeting, phone call and event to be an interaction worth talking about. We want our clients to be able to say, “WOW, what an experience! I can't wait to tell my friends about our financial professional.”

Whether it’s financial, retirement, legacy planning or optimizing your future wealth, our approach includes understanding your unique situation, exploring your goals and discovering the best way to make the REST of your life, the BEST of your life. By getting to know you and your family, we serve as financial guides who keep your best interests in mind throughout the entire process.

Skip West | Financial Planner | West Financial Group

Latest blog posts.

Why we liked to get to know our clients before we begin.

Monday, September 10, 2018

At West Financial Group our approach to helping our clients with their financial future is a little more involved than most financial advisors. We understand that every person has had their unique journey in life and that their financial planning needs to be customized to fit their needs and goals. For example, a farmer will have different retirement goals than a tax accountant. We all have our hopes and dreams for the future, and we want to fine-tune your portfolio just for you.

That's why it is so important to sit down with every one of our clients and get to know them. We want to find out your story, where you came from and where you are headed. By getting to know you, we can provide financial planning that fits your individual needs. We want you to be in the driver's seat, so to speak, so you can achieve the retirement goals you have set for yourself.

Read more...

How do I know when it is time to finally retire?

Monday, August 20, 2018

You might be at retirement age, eligible for Social Security, and eligible for a pension, but that doesn't always mean you're ready to retire.  Retiring comfortably means different things to different people. The question is not whether it's possible to retire, but how much money you need to have saved to live the retirement you really want?

The only number that matters is the amount you need to reach your own personal desired retirement. That number is reached in a few ways:

Read more...

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