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Leasha West

About West Insurance & Financial Group

At West Insurance & Financial Group, Inc, we represent many insurance companies by carefully selecting our carriers in order to bring you the best level of service, price and coverage. As an independent insurance agency, we look at a wide variety of carriers to assess your insurance needs and manage your risks. Through our independence, we provide one on one service and are in an advantageous position to approach such challenges with vast experience and skill.


Helpful Content

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.


Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Building Your Legacy

A four-step framework for building a personal legacy.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The market is as unpredictable as the weather. We’d love to help you prepare.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.


You’ve made investments your whole life. Work with us to help make the most of them.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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