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West End Wealth Planning Services

Investment Solutions

Advice tailored to your explicit goals, risk tolerance and timelines

Tax Planning

Strategic plan to minimize tax over your life-time

Retiring Planning

Reduce retirement anxiety with well laid out plan that fits your situation

Estate Planning

That reflects your vision for the next generation

Insurance Planning

For yourself, family or business

Business Owner

Financial, Retirement & Insurance Solutions

 

 

Meet the team


 

Meet the Team

 

Latest Blog Posts

Estate Planning

16 June, 2020

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate.
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28 May, 2020

Unemployment Goes Up and So Do Stocks – Part 2

In my blog last week Unemployment Goes Up and So Do Stocks, I talked about how stocks have kept going up despite grim unemployment numbers. Today, I wish to share 4
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19 May, 2020

Unemployment Goes Up and So Do Stocks

Unemployment goes up and so do stocks – what gives?..
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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