RETIREMENT PLANNING in Erie, pa for A
Clear Direction & Peaceful Future
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.
Who We Are
The entire West Advisory Group team exists to help you make the best financial decisions possible.
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.
Our role as your fiduciary financial advisor is to help guide you in a direction that will protect what you have, while helping you make your investments work for you. All with a keen focus on delivering best-in-class advice with exceptional service.
Comprehensive strategies designed to elevate your financial potential and help maximize future opportunities
Our Erie team will seek to continuously optimize a financial strategy specifically tailored to your needs. It’s what drives us to find clear, unbiased answers to your every question. Until all that’s left is clarity, comfort and a strategy built to you and your specific needs and values.
Explore the Retirement Planning Services We Provide
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.
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.
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.
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.
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 Signature Process
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. All done with a keen focus on delivering best-in-class advice with exceptional service.
Our developed process is completely objective and customized, meaning that our clients get a plan with the best choice in investments for them and them alone.
Every relationship at West Advisory Group begins with our unique 4-step planning process, designed to clearly identify your goals for your lifestyle and finances, as well as develop a tailored financial strategy to confidently pursue them.
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.
Retirement Planners in Erie, PA
West Advisory Group
1946 West 26th Street
Erie, PA 16508