Jeffrey West Email & Phone Number

In basketball, a full-court press is a hyper-aggressive defense strategy that involves players guarding the opposing team over the entire length of the court instead of the normal half. In business, this phrase means giving an all-out effort to accomplish a task or goal. In working with clients, I understand what it takes to be a part of a team that works together for a common goal - to win. I build relationships on candidness and trust, to uncover your wants and needs – and works to: • Gain a clear understanding of your financial goals - uncovering what's most important to you and getting insight into what you want your money to do for you. • Create a well-defined plan for achieving those goals - to understand your hopes, dreams, aspirations and address your financial concerns and priorities. • Anticipate the critical decisions you will make, provide ongoing advice and financial education - communicating information in terms that you can understand. Being in the industry since 1994, I love what I do. I have always felt that if you do right by others, success will follow. I look at the future potential of an investment for my clients -- instead of focusing on past performance -- and take a proactive approach to anticipate the needs of my clients, based on their goals, aspirations, and priorities. After a college internship, I fast-tracked into management and during my initial five years in the industry, built a successful track record of leading high performing teams. With extensive experience, I specialize in retirement planning for educators, administrators, staff, and their families; and working with athletes, coaches and individuals. To support my clients, I was awarded the title of Retirement Planning Specialist, with completion of a Certificate of Professional Development from University of Pennsylvania - Wharton School.I support clients who have earned sudden wealth, uneven cash flow and have uncertain job security -- through investments, life and disability income insurance. This requires a holistic approach – looking at their entire financial picture, not just investments – to manage concerns, expectations, and adapt based on life changes and events. I believe in giving back to my community and building a greater sense of purpose in life. I am involved in and contribute to several organizations.