Is your retirement plan
missing key information?
Here at West Advisory Group, we believe in identifying all of the facts prior to making any financial decision. We want to make sure you're doing all of the right things before you implement any strategy.
We've designed a unique set of questions to help you determine where you may need additional information in your retirement planning.
The following short set of questions will help you determine if you may have made financial decisions without a critical fact or discussion; or even possibly based on opinions, a myth, or misconception.
Your answers will help determine if you need further review of those topics.