fbpx

Welcome to WAGU

Your Personal Financial Learning Center

It’s time for a better approach to financial literacy, one that allows you to take charge of your finances in a way that aligns with your family’s goals.

It’s time to learn at your own pace with WAGU: Your Personal Financial Learning Center, where you learn about topics that are important to you and your family.

Start Learning Today

Why is Financial Education so Exclusive?


In today’s landscape, finding accurate financial education is difficult, if not impossible to find. So many times, these resources are written for industry professionals, laced with layers of industry jargon that the document is almost written in its own language.

At West Advisory Group, we’ve seen how this exclusivity can lead to families picking up the pieces of poor choices made without the right information. No family should have to wonder if their financial plans match their financial goals. 

With these families in mind, our team knew that we had to take action.

It's time for a resource that was made for you, so you can understand your finances inside and out.

You and your family deserve a better way to stay on top of an ever-changing financial landscape and market. Education that is designed for you to take action, and presented in a way that you’re able to understand inside and out.

Not only do you have an entire financial learning center to browse from, but you also have a direct connection to our advisors to send your questions to. 

The Need for WAGU

WAGU was created out of the need for true, unbiased financial resources. Resources that were designed to be easy to understand and easy to implement. 

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.

Time and time again, we heard from our clients: “I wish I knew about this earlier…”

With WAGU, we’ve collected together resources on topics that you want to know more about; topics that are a part of the current financial landscape.

The WAGU Difference

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.


It’s time to become acquainted with planning for retirement and make your working years count so your golden years can be exactly what you want them to be.

Be Prepared for Your Next Chapter

Retirement looks different for everyone, and how it looks for you depends on your level of preparation and the decisions you make once you get there.


Without the right information, tools, and resources, you run the risk of being under prepared for your life’s next chapter.

Fresh, Up-to-Date Content

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 resources are constantly being updated to reflect the ever-changing landscape, so you’re able to access the most up-to-date information on the topics that are important to you.

Easy to Understand, Easy to Implement

No more jargon filled articles made for financial professionals. WAGU is made for people like you, looking for answers to very real questions about their finances and their retirement.

See What You Can Learn

All courses...
  • All courses...
  • Topics
  • General
  • Taxes for Retirement
  • Investment Strategies
  • Weekly Thoughts with Andrew Tang
  • Access restrictions
  • WAGU Exclusive

WAGU Exclusive

Video

Video

Weekly Thoughts with Andrew Tang

There's a lot going on out in today's markets. We've teamed up with Andrew Tang from Turner Financial Group to go over the top news in the markets and help bring you up to speed.

Each week, Andrew will review the top stories, stats, and information that are affecting the markets and economy.

3 Lessons - None

WAGU Exclusive

Video/Text

Video/Text

Required Minimum Distributions: Required IRA Exit Strategy

By the time you retire, your IRA, 401(k), and/or 403(b) may represent your largest tax liability by far.

This money has never been taxed, and the IRS will no longer wait for those taxes to be paid. This is when Required Minimum Distributions (RMDs) begin, but you don't have to be blindsided by the taxes that come along with them.

In this course, you'll learn all about RMDs, from what they are, when they start, and how you can better prepare yourself for this retirement chapter.

2 Lessons - None

WAGU Exclusive

Guide

Guide

Taxes in Retirement

Today we will be discussing how to be more tax efficient in retirement.

The goal of our session is to turn chaos into clarity and shed some light on the different retirement income streams, how they affect your yearend taxes, and how to get the most out of your retirement.

1 Lessons - None
Load More

Sign up for WAGU Today!

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.

It’s time to become acquainted with planning for retirement and make your working years count so your golden years can be exactly what you want them to be.

Sign up for free today