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Retirement Plan Consulting

West End Advisory Group works with employers who are concerned about their employees’ retirement. Our Five-Step Process will help assure that your employees get the plan they deserve at a cost you can afford. We will personally lead you through each of the steps:

  1. Evaluate Your Company and Your Existing Retirement Plan
  2. Optimize Your Plan Choices
  3. Compare Plans and Plan Providers
  4. Install the Plan and Educate Employees
  5. Help You Fulfill Your Fiduciary Responsibility

In response to our clients’ desire for us to be their single point of contact for all their investment and insurance needs, we have aligned our firm with various resources. Through Summit National Partners, we can offer a variety of fixed insurance products. Summit National Partners consists of 60 professionals in the St. Louis area providing a national network of over 100 financial professionals. Together, we offer products in non-investment areas like property & casualty, group insurance, and worksite benefits. Many of these professionals, including ourselves, also offer investments and variable products through Cetera Advisor Networks.

Summit National Partners is a separate entity not affiliated with Cetera Advisor Networks.