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Legacy Planning

You’ve worked hard to build your wealth, and our expert legacy planners can help you protect it for future generations.

From determining where you would like your assets to go to naming an executor for your will, we walk you through exactly what steps need to be taken to secure your family’s well being.

What you need is a trusted, experienced partner to help you with your Legacy Planning


Our retirement planning consultants at West Advisory Group bring a wealth of experience and knowledge to the table.

Beneficiary designations of financial accounts, insurance policies, wills — there’s a lot to sort through in order to secure your family’s future. However, we’re here to make it easier.

At West Advisory Group, we’ll look at your finances, assets, and investments, as well as talk with you about your long-term goals and plans for your beneficiaries. Our goal is to help you feel peace of mind when thinking about the future of both you and your loved ones.

Preparing for the future can be difficult, but not with our retirement professionals by your side.

Our advisors work alongside individuals and families not only to meet their financial goals but also to help them have the impact they seek. That’s what partnership at West Advisory Group means.

Our process-driven approach leads to sound financial planning for 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 estate planning topics we cover with many of our clients, that we would be happy to go over with you:

  • Are your will and insurance policies up to date to protect your loved ones?
  • Are there specific items or assets you want to pass along to particular individuals?
  • What do you envision for your beneficiaries?
  • Are there charities or other organizations you want to keep supporting through your legacy?
  • Will members of your family with unique needs be properly cared for?
  • Have you designated powers of attorney or created a health care directive?
  • What would you like to happen to your digital materials, including photos and music?
  • How do you want people to remember you?
  • How do I utilize estate planning to avoid unnecessary taxes for my heirs?

A Confident, Thorough Legacy Plan for You & Your Family

Legacy planning is about so much more than dollars and cents. There are many important details that go into it. The big question is, what do you want your legacy to be when you’re no longer around to offer input?

Asking the questions now will give you the opportunity to make your wishes known. Our advisors are available to go over all the details of your legacy planning. We will listen to what you want and make sure to tailor conversations and meetings accordingly.

Our retirement planning and legacy planning specialists will work closely with you to address these and other important concerns.

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

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We partner with you to create retirement legacy planning strategies for your family.

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 reduce your taxes in retirement by asking your tax specialist key questions.

Our tax planning, 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.

Our Legacy Planning Resources

At West Advisory Group, we’ve made it our mission to take complicated financial topics, take out the industry jargon, and present it so you and your family can make informed decisions about your financial future. WAGU is our passion project to make financial literacy a reality for every family. 


Take a look at some of our legacy planning resources below.

Your Retirement Checklist

As you look forward to living the retirement you’ve always imagined, you may find yourself wondering if you’re truly ready.

You’re not alone. Nearly everyone approaching retirement shares some of the same concerns.

This checklist is a great first step to measure your retirement readiness and find out where you stand with your retirement goals!

Download Here ➝


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.

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.