How can I get that extra monetary cushion during my golden years?

Ideally, your golden years are a time to relax and enjoy your grandkids and the fun you've worked your whole life to have. Getting extra money for retirement.  You want to keep things simple in every area, including your finances. Often, a successful financial retirement portfolio is best gained by just that: simplicity.

One way to make your retirement more straightforward and successful is through annuities. Annuities work as a buffer, helping to build tax-deferred savings to cover retirement costs like living expenses and healthcare.

Continue reading How can I get that extra monetary cushion during my golden years?...

Should I get a job after retirement?

Retirement is a glorious time that we look forward to our whole lives. Should I get  a job after retireing? However, with retirement comes a lot of extra time on our hands; sometimes we don't know what to do with it. We may realize we weren't as ready to retire from working as we thought we were. Some retirees decide to get a part-time job to fill in their time.

Retirees decide to go back to work for many different reasons, such as boredom, extra income, a need to be around people or to be needed in general.

Continue reading Should I get a job after retirement? ...

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?...

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.

How can I get that extra monetary cushion during my golden years?

Monday, November 5, 2018

Ideally, your golden years are a time to relax and enjoy your grandkids and the fun you've worked your whole life to have.  You want to keep things simple in every area, including your finances. Often, a successful financial retirement portfolio is best gained by just that: simplicity.

One way to make your retirement more straightforward and successful is through annuities. Annuities work as a buffer, helping to build tax-deferred savings to cover retirement costs like living expenses and healthcare.

Read more...

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