
Email Address
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(317) 744-9811About Me
I've been in the industry for over 48 years, but my true passion is helping individuals achieve their "preferred future." It's not just about numbers and investments; it's about building a roadmap to your definition of financial freedom and peace of mind, a place where you feel empowered and in control.
Early on, my focus was on insurance, but a defining moment shifted everything. Witnessing the impact of a life insurance policy on a grieving family truly hit home. It wasn't just about the financial benefit; it was about the support it offered during a time of immense loss. That's when I knew my calling was to help people plan for more than just the unexpected, but for their entire financial future.
The world of finance can be complex, but you don't have to navigate it alone. I'm here to be your guide, to help you understand your options and develop a plan that empowers you to achieve your financial goals. If you're ready to take control of your future and build a roadmap to your "preferred future," I'd love to hear from you.
Designing a Life Plan for Your Preferred Future
At West Financial Planning and Advisory, we help you design a life plan built around your values and goals. Our focus is on creating options, preparing for challenges, and giving your money a purpose, so you can enjoy retirement with confidence and freedom.