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.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Six overlooked tax deductions to help manage your tax bill.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
How to help determine life insurance needs to provide for your family after you pass away.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here is a quick history of the Federal Reserve and an overview of what it does.
The market is as unpredictable as the weather. We’d love to help you prepare.
Even low inflation rates can pose a threat to investment returns.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.