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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
When considering life insurance, it's important to understand your options.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Smart investors take the time to separate emotion from fact.
Making the most of surprises is a great reason to work with us.
Make your retirement as exciting as your next vacation.
Even low inflation rates can pose a threat to investment returns.
With alternative investments, it’s critical to sort through the complexity.