Thomas West Financial Services provides personalized financial planning, investment services, and insurance products to families in the Greater Washington DC area.  Our team emphasizes services to families facing financial uncertainty based on health or dependency circumstances.  Mr. West has been providing service to Washington area families since 1995.

 

Services offered:

 Fee Based Financial Planning Services

  • Evaluation of Client Estates, portfolios, and cash flows
  • Recommendations about suitable assets and income sources to cover expenses

 

Fee Based Asset Management Services

  • Recommendation and selection of appropriate investment portfolios
  • Ongoing monitoring and rebalancing of portfolios and regular reviews
  • Asset management services for Trusts and Conservators benefiting dependent individuals

 

Insurance products and services

  • Analysis of appropriate insurance products, including current coverages
  • Recommendation and implementation of appropriate Life, Long-Term-Care, and Disability Income insurance

 

 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

A Question of Identity

The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.

A Look at the Second-Half Outlook

Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.

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