West Financial Services’ professional team has substantial business and personal financial planning experience. This allows us to develop and implement financial plans across a broad range of topics, and in as much depth and detail as the client’s situation requires.

We assist clients with:

  • Net-worth statements
  • Income tax planning
  • Investment review
  • Insurance review/risk analysis
  • Retirement planning
  • Education planning
  • Estate planning and trust funding
  • Executive benefits
  • Restricted stock and stock options
  • Cash flow analysis