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We are acutely aware of the challenges faced by today’s seniors. Our long experience working with seniors has made us aware there are 5 major concerns every senior faces:

★Will I outlive my money?

★How will I pay for health care costs – including insurance costs for Medicare Supplement plans or Long-Term Care?

★Will inflation eat away at my fixed income?

★What about market volatility? Are my investments safe? Should I be in the market?

★How will taxes impact my retirement?

All of these are critical issues and we are here to help you answer these concerns. Here’s how we can help you:

Income Planning

We offer a full Retirement Income Planning Solution for our clients which will help you gain peace of mind knowing you have a solid strategy in place. Our income plans take into account how Social Security and other government benefits and costs (such as Medicare Part B premiums) are integrated into your Income Planning Strategy. We are one of only a select few advisors who prepare a special Social Security Timing Report™ to remove the guesswork out of exactly when to file for Social Security and maximize your monthly benefit.

Health Care and Long-Term Care

We are fully licensed to offer Medicare Supplement insurance plans, and are authorized to represent the AARP United Health Care plan. We are also able to assist you with Medicare Part C alternatives, if necessary (Medicare Advantage Plans.) In addition, our President, Leasha West, MSFS, ChFC®, CLTC, CASL® is a nationally recognized authority on Long-Term Care planning. Although long-term care insurance is very popular, we believe before you consider long-term care insurance you should do a careful analysis of how you would pay for care if you needed it. If you are healthy, you may not file a claim on a traditional long-term care policy for 10 to 30 years! You must consider the cost of long-term care insurance as it relates to your income and see if there are better alternatives before you purchase an expensive long-term care policy. Long-term care insurance is a great option in the right situation, but it can be a huge mistake in some cases. West Financial Group, Inc can assist you to evaluate this.

Market Volatility

We are big believers in the philosophy: the return OF your money in retirement is as important, perhaps even more, than the return ON your money.


We always factor in inflation when designing our Income Planning Strategies. Our “buckets of money” presentation will show you how to handle inflation in a unique way. While inflation is certainly a financial concern, many times we can help alleviate those concerns by building a simple inflation adjusted strategy. One thing is for certain, we can’t ignore it, and we don’t. Our planning will help you understand the impact of inflation on your retirement income and help find ways to address the issue.