2019 West Financial Advisors 
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Grow and Protect Your Wealth

With Objective Advice

West Financial Advisors, LLC is a fee-only wealth management firm located in the vibrant Des Moines East Village.  Our firm helps people grow and protect their wealth with comprehensive personal financial planning unique for each client and a quantitative investment management approach.  Make confident financial decisions throughout all life stages with an advisor acting in your best interest.

 

 

Family

& Home

Home Affordability

Debt & Mortgage

College Planning

Life & Disability Insurance

Health / Medicare

Assisted Living

Long-term Care

Income &

Investing

Investment Management

Tax Minimization Strategies

Tax Return Preparation

Cash Flow Planning

Social Security Timing

Pension Options

Sustainable Portfolio Draws

Required Distributions

Career & Business

Employer Benefits

401k & IRA Rollovers

Employer Stock Plans

Deferred Compensation

401k Plan Management

Retirement Planning

Business Succession

Farm & Real Estate

Lifestyle

& Legacy

Goal Funding Analysis

Financial Confidence

Total Well-being

Joyful Living

Purposeful Endeavors

Charitable Gifting

Estate Planning

Wills & Trusts

WHO WE SERVE

We serve discerning individuals, couples, and business owners throughout Iowa and across the country who have an independent spirit with high expectations for life and their financial advisor. Typically, people are seeking a plan of action to get on track with their financial goals and stay on track over time. Others need help making specific financial decisions during a life transition like the birth of a child, changing jobs, or retiring from a career. Most people want advice on complex financial decisions they are not comfortable doing alone anymore, such as preparing their income tax returns and making technical investment decisions.

Influential Women

Active Retirees

Empty Nesters

Executives

Business Owners

New Parents

 

Want to learn more about West Financial Advisors?

 (515) 284-1011
laura@westfinancialadvisors.com
111 East Grand Avenue, Suite 412
Des Moines, IA 50309