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Retirement Planning

Series I Bonds. West Financial Services.
Matt Cohen, CFP®, CIMA® | May 24, 2022

I Scream, You Scream, We all Scream for…I Bonds?

Investments
Personal Financial Planning
Retirement Planning
Tax Planning
The first lesson I learned in Econ 101 was the concept “there is no such thing as a free lunch.”
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West Financial Services, Inc. (“WFS”) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. You should carefully read and review all information provided by WFS, including Form ADV Part 1A, Part 2A brochure and all supplements, and Form CRS.

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