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Written retirement plans
won’t cut it in today’s age,
you need a working FORMula
Discover the transformative power of our PEAK FORMula — learn more about our philosophy and process to elevate performance in all aspects of your retirement life.
Today’s retirement isn’t like your parent’s, you need to be strategic
Today’s retirement years are not linear - far from it. These years have many curves and knots along the way, all of which can conceal a big bill at the end of them.
To have a retirement that fits you and your family, you need a working FORMula that pulls its weight and works when you can’t.
Will your retirement savings outlive you?
Many people have fears of the unknown in retirement, and many families share the same concerns - are you a part of the 43% who have an idea of what you’ll do in retirement? Or are you ready to take action on your ideas and turn it into a fluid, dynamic process ready to take on all of your retirement years?
say their biggest fear is outliving their retirement savings and investments.
agree that they’re concerned that when they retire, Social Security will not be there for them.
If you’re ready to be strategic in your retirement, you’re in the right place.
With our signature process, we’ve developed and refined an approach that helps our clients put all the pieces of their financial puzzle together to ensure that they’re prepared through all aspects of their retirement life: not just their golden years.
We call it The PEAK FORMula™.
We’ve developed and refined this proprietary process to fit your unique needs without falling prey to the one-size-fits-all cliches of today’s advisory firms.
The Power behind PEAK
The beauty of our process is that it ensures we never lose sight of two essential elements to achieving financial independence.
What Matters to You
We never lose sight of what really matters to our clients, in fact, they’re at the center of everything we do because if it’s important to you, it’s important to us.
WHAT WE CAN CONTROL
In life, there are many things that are out of our control and, frankly, we don’t spend a lot of time worrying about them. Instead, we focus on the set of your sail rather than the direction of the wind.
Using our proprietary process, PEAK FORMula™, we provide comprehensive financial planning and wealth management throughout our long-term partnership with you.
A partnership where we help you to:
- secure your family investment legacy,
- pursue a work-optional lifestyle, and
- check off as many experiences as possible from your recreational bucket list.
What Our Clients Are Saying About Us
Walt and his staff had and have been a great blessing to me as I retired in 2020 and was unsure about my financial stability. Walt has met with me and been very reassuring. He patiently explains concepts I don’t understand and is just plain warm and gracious!
Lauren S, Current Client
Walt and his support staff provide a balanced understanding. He is not afraid to have straightforward conversations specific to both good and bad portfolio results. Our conversations are spirited, direct and informational. Confident in our strategy exchanges and knowledge gained.
Kevin M, Current Client
Cindy and I are very pleased with the West Advisory Group as a whole. We try and not micromanage our account, leaving that to the pros at WAG. That being said, when we do have questions or would like to make a rare change, Walt and Alan have shown a willingness to discuss our thoughts, give us the pros and cons of what we are asking, and guide us in the right directions.
Jim and Cindy T, Current Clients
What's inside PEAK?
Our Philosophy is built around the balance between wealth and risk management and dealing with the puzzle that is the intersection of our client’s needs and the forces around them, our role is stewardship, not salesmanship.
Our Planning is strategic. We don’t jam square pegs in round holes – We craft a strategy that addresses our client’s needs and brings clarity, comfort, and confidence to their situation.
Throughout our process, we spend time to understand and Discover what your individual goals and desires are, and this provides clarity.
We then Design a customized program tailored to those needs; this gives you comfort.
Through our proprietary process, we are able to Deploy your individual plan, this gives you confidence that all the pieces of the financial puzzle have been addressed and implemented.
We implement all this through our Process. Everything we do is driven by a process, set to sync with our client’s future pace as their life and needs unfold.
Jim& Cindy T
Cindy and I did a lot of homework and went through many meetings with various retirement planners before choosing the West Advisory Group. WAG met our needs at the start and has continued to do so for the past seven years.
Who We're Best Suited For
We have also learned that we cannot be all things to all people, nor do we want or expect to be. We focus on a very specific FIT process that allows us to serve those clients for whom we are most suited.
Our Ideal Clients are primarily affluent families, executives, business owners, and professionals, who are five years or less away from retirement, many of whom are striving to secure investment legacies, ensure income strategies that will secure comfortable active retirement, or achieve a work-optional lifestyle. They want to look to the future with anticipation, not apprehension.
The soon-to-retire professionals we work with have specific needs now and in the future, that are aligned with our expertise and our process. Through our signature process and philosophy, we strive to provide exceptional service to many generations of your family.
Our PEAK FORMula™ follows our proven process to ensure your goal of financial independence and puts all the pieces of the financial puzzle together as your life unfolds and your needs evolve.
Jim & Kim D
Always informative, we feel West Advisory has put us on a path to succeed through retirement. We feel our interests are being carefully looked after. The Advisory Group is always striving to improve its investment technique to give its clients the best service.
The Next Steps
Send us a message in the form below if you would be interested in finding out more about our services and what we do and a member of our team will be in touch with you within one business day.