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.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
When you’re married and have children, insurance needs will be different.
Tips to avoid checking in luggage on your next vacation.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Even low inflation rates can pose a threat to investment returns.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
You’ve made investments your whole life. Work with us to help make the most of them.
When do you need a will? The answer is easy: Right Now.