Welcome!
J.C. West and Associates, Inc. is an independent advisory firm and our objectives are to help our clients protect, grow and utilize their wealth in the most cost and tax efficient way.
Because we pride ourselves on our independence, we are structured so that we can always provide the best impartial advice without any influence coming from a large organization.
As independent advisors we act as valued partners who can help integrate your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected…and unexpected. We work as your valued partner, providing you with counsel on an ongoing basis.
Our firm takes your whole financial picture into consideration, because we are relationship-oriented, not product-oriented.
Our mission is to put you first. We believe financial planning is a marathon, not a sprint. Our role is to help make sure that each step of the journey is integrated with the ones that came before to help ensure that you reach your goals and objectives.
We believe in designing strategies that are aligned with your stated objectives.
To accomplish that, we:
- Look at your current financial situation
- Help you define future goals and objectives
- Plan for wealth accumulation
- Plan for retirement distribution
- Help you implement the right planning documents
- Help you understand the tax issues
- Negotiate insurance that fits into your whole financial plan
And in a constantly changing financial environment, we monitor your strategy to help make sure it remains on track to meet your goals by continually assessing your needs and expectations.
Helping clients achieve their objectives is our goal.
Please contact us for a no charge and no obligation evaluation and assessment of your investment portfolios and life insurance policies.
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