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Who am I?
I'm Walt West, a Senior Financial Specialist and the founder of the West Advisory Group.
My normal day starts early and ends late and is always a little different, but I love the challenge that each day brings! All of my hard work is spent on helping my clients solve their investment problems and building roadmaps for their future. I find my work extremely gratifying and love to come up with new, cutting-edge ideas and strategies.
I'm passionate about bringing financial literacy to everyone and I do this through independent and creative financial plans.
What will you learn?
Topics we’ll cover in the Taxes in Retirement Guide:
• The advantages of separating your taxable and tax-deferred accounts
• The signs to watch for in ever-changing
tax laws
• Options for tax deductions in retirement income
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