Retirement Planning with a
Clear Direction & Peaceful Future
At West Advisory Group, we are committed to bringing a process-driven approach to each client’s situation, while incorporating innovation and new ideas at every step along the way.
Our advisors offer a one-stop-shop for all aspects of retirement planning with strategies for those who are ready to move from the accumulation phase of life into the distribution phase.
If you’re seeking clarity for your retirement, you’re in the right place.
At West Advisory Group, we understand that achieving true wealth means enjoying time with people you love without concerning yourself about your finances.
Our combination of delivering unbiased, independent advice with a scientific approach to financial planning and investing makes us uniquely distinct from other advisory firms.
You are unique, and your investments and plans should reflect that. Rather than fit clients into a pre-designed mold or portfolio, we craft our strategies to fit your unique needs and get to know you and your portfolio before making any recommendations.
Comprehensive strategies designed to elevate your financial potential and help maximize future opportunities
Our team will seek to continuously optimize a financial strategy specifically tailored to your needs. It’s what drives us to find clear, unbiased answers to your every question. Until all that’s left is clarity, comfort and a strategy built to you and your specific needs and values.
Explore the Retirement Planning Services We Provide
Taxes in Retirement
You need a trusted, experienced partner to help you with your taxes for retirement. We can help you minimize taxes and associated fees, so you get to keep more for your retirement.
Planning for your family after you’re gone can be a challenge, but we’re here to make it easier. We'll provide guidance and help you make the choices that are right for you and your family.
A financial advisor’s job is to help you find the right balance between risk and growth. With us, you’ll learn how to make smart and calculated investment risks, allowing you to feel confident in your portfolio and financial plan.
Federal Employee Benefits
As a federal employee, you have a unique financial situation. You have many benefits and avenues to grow your wealth, but it’s important to be aware of all the choices at your disposal.
We don’t leave our clients’ financial picture up to chance. We work with you to explore investment options and come up with a financial plan that's specifically tailored to your unique needs.
Whether we’re talking about your retirement, your kids’ college education, your future travels, or a business you’re dreaming of launching, income planning is an important consideration.
Our Signature Process
At West Advisory Group, we are committed to bringing a process-driven approach to each client’s situation, while incorporating innovation and new ideas at every step along the way. All done with a keen focus on delivering best-in-class advice with exceptional service.
Our developed process is completely objective and customized, meaning that our clients get a plan with the best choice in investments for them and them alone.
Every relationship at West Advisory Group begins with our unique 4-step planning process, designed to clearly identify your goals for your lifestyle and finances, as well as develop a tailored financial strategy to confidently pursue them.
WAGU: Your Retirement Education Hub
Our team believes that financial literacy is the key to a great, fulfilling retirement, and is integral to building successful legacies throughout our communities.
WAGU was designed to be your one-stop shop for all of your up-to-date resources on topics that are integral to your retirement. And our library is always growing.