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Mission Statement

West Insurance & Financial Group, Inc. is dedicated to educating and equipping our clients in the protection of their assets, investments, and savings from losses due to volatile markets, taxation, probate court, or an extended illness. In implementing each of these strategies, we place the highest importance on personal and business ethics, scrupulous professionalism, vigilant confidentiality, and the extension of public knowledge on current issues affecting retirees and their heirs. At West Insurance & Financial Group, Inc., we have made a commitment to excellence in everything we do. Our goal is to exceed our clients expectations at all times.


Our business is people and their financial well-being. Therefore, in the pursuit of our goals, we will conduct ourselves in accordance with the following precepts:

★Clients always come first.

★We provide the highest level of service with integrity.

★Attaining our client’s financial objectives is our most worthy enterprise.

★We communicate with our clients clearly and frequently.

★Our services are of superior quality.

★Teamwork, cooperation, and providing assistance and support to our fellow team members is fundamental to sustaining a quality work environment which nurtures opportunities for unparalleled service, personal growth, and job satisfaction.

★Continuing education is necessary to maintain the timeliness of investment knowledge, tax laws, and financial techniques.

★Innovation is a requisite to our survival in a changing world.

★To emulate those in our industry requires that we excel beyond our peers to provide an even higher caliber of service to our clients.

Experience and Skill

When you choose West Insurance & Financial Group, Inc. you benefit from obtaining comprehensive and customized advice from a team of highly qualified professionals. Our team has vast education and experience in addressing your particular needs. We help our clients manage long-term decisions that ultimately determine the wealth which they and their families accumulate and preserve. We work to benefit and enrich the lives of our clients by upholding the highest standard of care.

Independence & Objectivity

As an independent planning and advisory firm, we represent our clients and their interests rather than any specific company. While some financial institutions and captive agencies recommend proprietary products manufactured by the parent of subsidiary entities, we have no such ties. Our strict independence is vital to delivering objective, unbiased recommendations and unsurpassed products with first class service. We work without the constraints of proprietary products, conflicts of interest, or hidden agendas. In an industry that has been tarnished by mistrust and deceit, we are confident you will appreciate working with an independent professional staff that will truly put your best interests first.

West Insurance & Financial Group, Inc. is a relationship-driven organization and is committed to putting your needs above all else. Allow us to educate you on the latest, most progressive retirement planning strategies, help you build a comprehensive plan for your retirement years, and give you the specialized service you deserve. Count on our family to help you gain the guidance you need to retire with confidence and certainty.