Broker Check

Financial Planning & Wealth Management

At West End Advisory Group, we utilize a Five-Step Process:

  1. Define Your Goals
  2. Evaluate Your Current Situation
  3. Analyze Your Need
  4. Recommend Strategies
  5. Implement and Monitor

The knowledge you gain from the process will give you greater confidence that you need during retirement.

To assure that his clients receive the time and attention they require, Joe limits the number of new clients he accepts per year. Here is what you can expect from your first meeting with Joe.

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