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Thomas West Financial Services provides personalized financial planning investment services and insurance products to families in the Greater Washington DC area. We are premier financial advisors for families facing financial uncertainty due to death, disability or illness. Our service model is aimed at providing you with a lifelong process involving future generations. |
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Our services include: |
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Evaluation of portfolios, estates and cash flows |
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Recommendations on suitable assets and income sources that fund retirement or care giving expenses |
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Recommendations and assistance with the selection of appropriate investments |
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Ongoing monitoring and rebalancing of portfolios |
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Analysis of appropriate insurance products |
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Recommendation and selection of suitable long-term care, life and disability insurance coverage |
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