What We Offer

When you set your sights on summiting a mountain you do not just hop in the car and hope you end up at the top. You start by planning out the small details and conditioning your body to be able to get there.

At West Invest we take a similar approach.  We offer comprehensive financial planning, which factors in all the details to your financial goals. It is critical for us to take an all encompassing view of your financial well-being. This allows us the ability to analyze if you are on pace to make it and if you have any financial blind spots.

To help you summit your own personal financial mountain, we offer the following services:

Financial planning:

  • Financial Planning is the foundation. We assess all aspects of your financial well being in order to see if there are any weaknesses.
  • Together, we prioritize your goals and create a path focusing on getting to them. 

 Risk Management:

  • Risk management is understanding your insurance needs and how you can protect yourself and your loved ones.
  • We help with life, disability and health insurance.
  • We work with various insurance providers to customize your coverage.

 Cash Flow Planning/ Debt Management:

  • Have a lot of money coming in? Too little? We help to try and make sure your money is working harder for you than you are for your money.
  • Cash flow planning and management includes assessments of social security and pension maximization, IRA distributions, retirement income planning, and more.

 Tax Planning:

  • Everyone pays taxes, but we want to help you pay as little in taxes as possible.
  • Together, we utilize tax planning strategies seeking to help you keep more of your assets. .
  • Roth IRA? 401k? Traditional Ira? Individual? We help educate you on the details about each account allowing you to make informed decisions for your future.

 Estate Planning:

  • Estate planning is planning for your family and assets when you are no longer here. We want to make sure your wishes are addressed when you have moved on.
  • Help with evaluating the need of a Will or Trust. We bring in estate attorneys when the need arises. West Invest and LPL Financial do not provide legal advice or services. Estate attorney's are not affiliated with West Invest or LPL Financial.

 Wealth Management:

  • We can help you invest in stocks, bonds, mutual funds, Index funds, fixed annuities, variable annuities.
  • We want to make sure you are invested correctly to pursue your goals.
  • Constantly evaluating your investment accounts
  • Behavioral management

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@westinvestwealth.com  |  360-738-6019