The Retirement Puzzle: How to Fit All the Pieces Together.
Retirement can be the best years of your life, if you take the proper steps now.
Evaluate your retirement plans with Brian J. Horan, CPWAⓇ. Brian takes us through the key planning strategies up to and into retirement. The webinar discusses Social Security benefit strategies, inflation, taxes, and assisting children and aging parents while still planning for your own retirement.
For more information, contact Leslie Helfgott at 703.847.2500.
At West Financial Services, we have spent over 40 years building a firm dedicated to taking a creative and ethical approach to growing and protecting our clients' wealth and prosperity. We provide financial services on a fee-only basis, acting as a fiduciary for our clients. We bring planning excellence, investment discipline, and personal service to the individuals, families, businesses, foundations, and associations we serve.
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.