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Investment Strategies in Retirement

At West Advisory Group, we’ll partner with you to create a personalized investment strategy for retirement, explore investment options for a financial plan that works for you, and maximize your retirement income distribution that allows you to live on your terms.

You’ve worked hard for your income over the years. How much of it will you get to keep?

What you need is a trusted, experienced partner to help you with your investment strategies in retirement


Creating and monitoring your investment strategy is one of the most important aspects of your overall financial well-being in retirement. When building investment portfolios, our primary goal is to create a portfolio that gives you the highest likelihood of achieving your goals - balancing risk as well as return. 

At West Advisory Group, we employ an evidence-based investment methodology backed by more than 30 years of experience, market studies, and evidence-based financial research.

Our team will go over with you all of the available avenues for income growth through investment options, and we’ll help you narrow down what you’re most comfortable with that also aligns with your financial goals. 

We work with you to ensure your investment strategies in retirement are sound, allowing you to have as much of the money you earned during your working years at your disposal as possible.

It goes without saying: we don’t leave our clients’ financial picture up to chance. 

Our process-driven approach leads to a sound investment strategy in retirement

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.

Here are some of the retirement investment strategy topics we cover with many of our clients, that we would be happy to go over with you.

  • What financial avenues are available to you for generating wealth?
  • Which overall income strategy can weather potential market challenges the best?
  • What are your short-term and long-term financial goals?
  • Are there upcoming expenses, such as college, travel, or retirement, that require particular focus during our strategic financial planning process?
  • What are sound options for growing your wealth while protecting your hard-earned income?
  • Which investment strategies are you most interested in exploring?
  • What are the types of investment strategies in retirement? 

It’s time for a confident investment strategy for your retirement

Our advisors serve as your knowledgeable investment guides, and while you ultimately steer your investment strategies in the direction you’d like to go, we are here to provide as much guidance as you need to make an informed decision.

Unlike some firms in the financial industry, we don’t have a mythical algorithm or suite of products we attempt to sell you. Rather, our people are our powerhouse. With a disciplined approach rooted in experience and evidence, we partner with you to continually craft and seek to optimize your investment strategy.

By determining your short- and long-term financial goals, and coming up with experience-backed recommendations, we help you develop an investment strategy for retirement that can serve you well. 

During our consultation, we can get a better idea of what you’d like to achieve, and we can come up with an estimated time projection for when these goals may be reached. 

Our experts will work closely with you to address your questions and concerns.

Once we know what your personal situation is, we can create a customized investment strategy to help you grow your finances over the long term.

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We partner with you to create investment strategies for your personal financial goals.

Personalized Service

At the West Advisory Group, we do things a little differently than at large wire-houses or broker-dealers.


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 financial goals before making any recommendations.

Fully Customized to you

We offer a customized approach to financial and retirement planning in an effort to make you feel confident that we aren’t just offering you the same cookie-cutter plan everyone else gets.

Our developed process is completely objective and customized, meaning that you'll get a personalized strategies to meet your specific, financial needs.

Mission to educate

We strive to fully inform clients so they can make the best financial decisions. we've made it our mission to educate our clients on their financial decisions.


Financial literacy is our goal and we believe that honesty, transparency, and constant communication helps build meaningful, long-lasting relationships.

Acting in your Best Interest

As a Fiduciary, we focus on serving you. We don’t try to sell you financial products or force unproven investment ideas on you.

We serve you and you alone, making financial recommendations that are always in your best interest.

You’ve worked hard for what you’ve earned, and we want to help you protect that.

As a fiduciary, we always act on your best interest with your financial goals in mind. Whether you’re retired, semi-retired, or retirement is still some years away, you can create a personalized, sound investment strategy for retirement by asking our investment specialists key questions.

Our retirement professionals will go over your personal situation with you in detail, and we encourage you to bring us your questions. We believe in sharing information freely to help you make the best decisions for you and your family.

WAGU: Your Retirement Education Hub

Here at West Advisory Group, we believe 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.

See What You Can Learn

Our team's ready to help

Want to see how we can help you with your retirement planning? Send us a message in the form below.