West Financial Services appreciates sharing our knowledge and perspective on Wealth Management topics so that individuals and families can achieve financial success.
Financial Planning Focus Newsletter
Aug 2020
Expect the Best, But Plan for the Worst
Earlier this summer, a family friend was involved in an accident, which required emergency surgery. His family was not close and he had no estate planning documents.
Investment Management Letter
Jul 2020
Investment Management - Second Quarter 2020
The Comeback Kid
Who doesn’t love a great comeback story? This type of narrative usually occurs after the protagonist experiences some type of hardship and all hope appears lost.