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COMPREHENSIVE ADVice
Make Confident Financial Decisions Based On Your Unique Situation
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
(515) 284-1011
laura@westfinancialadvisors.com
111 East Grand Avenue, Suite 412
Des Moines, IA 50309
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