A LIST OF OUR SERVICES

At West Capital Advisors, we offer an analysis of your current financial situation, and then develop strategies in tax, retirement, protection, investment and estate planning that can meet your individual financial needs. Working side-by-side with you to attain your goals, we can help you achieve the financial future you have always imagined.

Analysis

  • Determine your living expenses
  • Determine your net worth
  • Establish an emergency fund

Tax Planning

  • Estimate federal and state income taxes
  • Review strategies to minimize your current taxes
  • Educate on tax-favored investments

Retirement Planning

  • Determine how much money is needed for you to retire
  • Determine your current assets available to provide retirement income
  • Develop a distribution strategy for retirement income that can meet your individual retirement needs

Protection Planning

  • Provide for your family in case of premature death
  • Protect earnings if a disability occurs

Investment Planning

  • Determine your personal risk tolerance
  • Design a customized portfolio to meet your objectives

Estate Planning

  • Transfer estate assets according to your desires
  • Minimize estate taxes and expenses
  • Strategize on how to pay estate taxes
  • Determine the best method for leaving a legacy for your family and preferred charitable organizations