Through planning, West Financial Services truly gets to know our clients and their personal financial situations. We start by helping them define goals and set priorities. The result of our planning process is a workable blueprint for success that includes:

Clarification of priorities

Identification of available opportunities, or necessary choices, to attain goals

A charted course to navigate through some of life’s major transitions


West Financial Services’ professional team has substantial business and personal financial planning experience. We assist clients with a variety of financial situations, including:

  • Cash flow analysis and budgeting
  • Retirement planning
  • Stock option, restricted stock, and deferred compensation planning
  • Investment review
  • Insurance review and risk analysis


  • Balance sheet review and consolidation
  • Tax planning
  • Education savings planning
  • Investment strategies
  • Estate planning and trust funding


When it comes to financial planning, implementation is key. West Financial Services helps clients implement their plan at all stages of the process.

More specifically, we collaborate with specialists or experts, including insurance providers, attorneys and accountants, to make sure that your financial team is coordinated toward implementation of recommendations. 

The final plan and its implementation are customized for each client’s unique situation – working efficiently to yield your desired results.

Perhaps best of all, clients can trust West Financial Services to have their best interests in mind. As a fee-only fiduciary, we do not receive compensation based on the purchase or sale of any financial product.

If you don’t know where you are going, you’ll end up someplace else.

Yogi Berra