Skip West

President, and Chief Financial Consultant

Skip West is a financial consultant who has helped people prepare for their resignation for more than 20 years. He is good at a wide range of things in the field, such as planning for retirement, budgeting, taxes, leaving a legacy, and estate planning.

When it comes to retirement, he knows that every client has different needs and wants. So, he works closely with them to make programs that are tailored to how they want to spend their retirement. Skip helps retirees reduce their tax bills and plan for what they will leave behind, whether they want to travel, volunteer, work a "retirement job," or just relax.