West Insurance & Financial Group Inc Information

West Insurance & Financial Group, Inc is a veteran owned, independent full service insurance firm of highly qualified professionals. We represent clients and their interests rather than any specific company or carrier. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations. Instead of focusing on a single aspect, we focus on the totality of our client’s needs and help create a long-term plan with common-sense solutions designed with our client’s goals in mind. West Insurance & Financial Group, Inc assists our clients more holistically by helping to accumulate wealth and to extend a client’s legacy. Specializing in every stage of retirement, we assist our clients with distributing and reallocating retirement savings in the most tax efficient manner and reducing or eliminating unnecessary fees. We understand that retirees face many important decisions, which revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because the majority of our clients are retirees with similar concerns, we approach such challenges with experience and skill.