Financial Planning

West Financial Services offers financial planning services for individuals, businesses, and associations.



Individual financial planning includes comprehensive financial planning consisting of financial statement analysis, investment review, income tax planning, retirement planning, insurance analysis, and estate planning.



Business planning includes the development of strategic business plans, management structure review, marketing, and sales analysis, executive compensation analysis, retirement plan review, and establishing financial goals. Investment management that provides a broad array of investment products and services not customarily available to retail investors, such as block trading, load waivers, prime broker, exclusive mutual funds, fund manager access, institutional discounts, and private research.