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Retirement Planning

No matter where you currently are, West Financial Group, Inc is here to guide you every step of the way.

Planning for Retirement when you’re a few short years away… now is the time to:

  • Shelter your assets from stock market volatility,
  • Incorporate investment strategies consistent with age, timeline to retirement and risk tolerance
  • Optimize existing wealth and protect your livelihood through insurance
  • Learn your Social Security options

Living in Retirement is the time to:

  • Rollover a retirement savings plan
  • Protect wealth from unnecessary risks and taxes
  • Create and implement written income plan
  • Structure and reallocate accounts to produce a lasting income stream
  • Select appropriate Medicare insurance
  • Protect wealth from unexpected health care expenses