Richard West, Financial Advisor

Understanding • Identifying • Planning

Each of us experiences a variety of complications in our daily lives. Perhaps a loved one is ill, or you’re having trouble covering your mortgage, or a child is experiencing difficulty in school. Some concerns can be traced to money, while some cannot. However, they all impact our lives in one degree or another.

My experience as a financial advisor has taught me that it isn’t about the products I offer or the movements of the financial markets. Those are components of my business … the tools of my industry for which I have                                       knowledge.

Rather, I’ve learned that being a financial advisor is to understand what complications are impacting your life, identify which of those items are related to money, and apply my knowledge to develop your plan, utilizing the tools of my industry to relieve stresses in your life – thus assisting you in reaching your goals.

How would it make you feel if you had fewer complications in your life?

How would it make you feel if you were in a position to achieve your near
and long-term goals?

If your answer to both questions is, “Great!”, I can help you.

That is what I do as a financial advisor.

Contact me at (781)933-2067 x176 to schedule a no-cost, no-obligation financial consult.

 

Services*

Comprehensive Financial Planning
Employee Financial Wellness Education **
Education Planning
Retirement Planning
Risk Management Strategies
Income Strategies
Budgeting Strategies
Wealth Forecasting
Estate Planning Strategies
Investment Analysis & Management
Business Planning Strategies

 

* Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser.  Please contact Richard West for more information or request the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them. Waddell & Reed provides neither legal or tax advice. Please consult your tax or legal advisor regarding your personal situation.

** Please see www.FinancialWellnessEducation.wrfa.com for details.