West Financial Group

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Extra Phones: Phone: (615) 790-4094
Categories: Financial Planning Consultants, Accounting Services, Bookkeeping, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives

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Phone: (615) 790-4242

Address: 212 E Main St Ste 200, Franklin, TN 37064

Tax Planning
Charitable Giving
These are just a few simple ways to start! As you dive deeper into your financial plan, there are certainly a variety of planning strategies that may be beneficial for you, such as tax loss harvesting within your investment portfolio, or charitable giving via a donor advised fund. 2023 is in the rear-view mirror, but 2024 lies ahead. We are here to help you with your planning needs, just give us a call.
Avoiding Probate
Join Debby Cochran and Steven Sigsbury, Cochran Law Group, for an informative discussion on what you need to know about estate planning. Learn about the critical estate planning documents you will want to have in place to protect you, your assets, your family, avoid probate, and reduce taxes.
Real Estate Taxes
In the buy scenario, we assume a purchase of a $450,000 townhome, with $110,000 in upfront costs (closing costs of $20,000 and a 20% down payment of $90,000), leaving a $360,000 30-year loan at 6.7%. That results in a mortgage payment of $2,321, and we tacked on an estimated $600 of real estate taxes and hazard insurance.

Investment Management
West Financial Services offers financial planning, investment management and personal CFO services to individuals, families, businesses, foundations and associations. Our retirement plan consulting services focus on helping retirement plan sponsors and trustees meet their fiduciary obligations.
Mutual Funds
Bonds
Wealth Management
West Financial Services employs an integrated approach designed to provide our clients with comprehensive wealth management solutions. However, clients may use one type of service or the full breadth of our services.

Financial Planning
West Financial Services’ professional team has substantial business and personal financial planning experience. We assist clients with a variety of financial situations, including...
Retirement Planning
Employees appreciate having resources that help them to make good choices with regard to their retirement. To that end, we regularly meet with employees to review changes to the plan and investments. We also discuss retirement planning issues, risk management, and asset allocation. Periodic newsletters provide employees with ongoing economic commentary, individual fund performance reviews, and additional financial planning articles.
Asset Management
Since asset allocation is the driving force of portfolio performance, we maintain a long-term view over the entire business cycle. Our portfolios utilize diversification across global asset classes as their foundation, while incorporating disciplined, research-driven tactical asset allocation adjustments.

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