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 services, 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 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.
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 work with your estate attorneys when the need arises. West Invest and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. Estate attorney's are not affiliated with West Invest or LPL Financial.
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.
Risk Management:
- Risk management is understanding your insurance needs and how you can manage risk for 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 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 positioning, IRA distributions, retirement income planning, and more.
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.
- We regularly evaluate your investment accounts to review that they align with your goals.
- Behavioral management.
Guided Wealth Portfolio
- Guided Wealth Portfolios is our digital investing strategy that allows you to invest online with a low starting minimum and low-cost, while working with an LPL financial advisor.
- With Guided Wealth Portfolios, you get a diversified portfolio personalized for you and your individual investment goals.
- You’ll also get to build a relationship with an LPL financial advisor at West Invest and engage with a personalized, online dashboard that shows you how your account is doing along the way.
