Skip West

President and Chief Financial Officer

Skip West is a trusted planner with more than 20 years of expertise assisting individuals with retirement planning. In addition to retirement planning, budgeting, taxes, legacy planning, and estate planning, he possesses a broad range of expertise in the sector.

Regarding retirement, he realizes that each customer has distinct wants and objectives. Therefore, he collaborates closely with clients to develop tailored strategies based on their retirement goals. Whether they desire to travel, donate, take a "retirement job," or rest, Skip assists seniors in reducing tax responsibilities and planning for their estates.

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