Retirement planning is an ongoing, dynamic process - that’s why you need a a dedicated financial partner.

Our team works closely with clients to understand their goals and objectives; manage their investments, and integrate their investment strategy, income planning, tax liabilities, and legacy planning into a cohesive retirement plan. 

A full-service retirement for all of your needs

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.

As a full-service retirement advisory firm, our team of professionals come together to help you and your family with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning, retirement planning to estate planning, and everything in between, we have your life journey covered.

We deliver customized, prompt and attentive service.

Our clients want a single point-of-contact for direct answers to their financial needs - and we serve as that resource. In a world increasingly dominated by technology and automation, our clients value the direct connection to our team. 

We believe advice is best given with full knowledge of the client’s complete financial picture. Our clients rely upon us for matters ranging from the routine to the extraordinary.

Our Services

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.

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

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.

Legacy Planning

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.

Risk Management

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.

Investment Strategies

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. 

Income Planning

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 Trusted Partners

As a West Advisory Group client, you’ll have access to our in-house experts for matters of tax planning, investment planning, retirement planning, and estate planning.

In the unlikely event that we are unable to provide needed expertise, we consult with our trusted network of experts, which include local CPA firms and attorneys.

Retirement Planning customized to you

We believe you deserve more
out of your Retirement.