How to Potentially Reduce or Eliminate Taxes in Retirement
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If you’re ready to address these issues, I would like to invite you to schedule a complimentary, no cost, no obligation appointment for us to meet. It can be done either in person, over the phone or virtually. I find the summary actually makes for a good agenda for our meeting as well.
Helping families retire with confidence
David has over 30 years of experience in assisting clients to not lose money to unnecessary income taxes, inefficient financial structures, and uncompensated risk investments.
He received his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations in 2002. David is recognized as an outstanding teacher and public speaker, having presented numerous economic education seminars to professional groups across the country. He has been published by Fortune Magazine. He earned a B.S. in Business and History at Montana State University at Billings, and a Master in Business Administration from the University of Phoenix.
Enough to build trust, not overwhelm
A TRULY TRANSFORMATIVE CONVERSATION WEST CAPITAL ADVISORS I invite you to contact me to schedule a complimentary, no cost, no obligation consultation to help you look at your most crucial issues in a new light.
David West, CLU®, ChFC® Founder & Managing Partner West Capital Advisors Inc.
CALL
801-368-4010
EMAIL
david@westcapitaladvisors.com
WEBSITE
westcapitaladvisors.com
Schedule Your Free Tax-Free Retirement Review
In this analysis, you’ll discover…
How retirement income is taxed
Strategies to reduce taxes Common mistakes retirees make
How to create tax-efficient income
WHAT HAPPENS NEXT
- We review your situation
- We identify opportunities
- We walk you through your options