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
Sep 2018
Financial Planning Focus – Client Lunch and Learn
Approximately 5 million older Americans are financially exploited every year and the financial loss has been estimated to exceed $36.5 billion.
Investment Management Letter
Jul 2018
Investment Management – Second Quarter 2018
As we celebrate Independence Day, patriotism soars in America. U.S. flags fly high and patriotic music is played in bars and restaurants. Bruce Springsteen’s “Born in the USA” is a popular song this time of year, with its upbeat melody and its well-known chorus.