Thomas C. West, Clu, Chfc, Aif Email & Phone Number

As a Senior Partner with Signature Estate & Investment Advisors, LLC, I provide personalized financial planning and investment services to families in the Washington DC metro area. My particular expertise aims to secure and protect the wealth of families facing financial pressures due to disability, illness, or death. By utilizing innovative cash flow and portfolio management strategies, I can help families navigate through the maze of challenges associated with financing unexpected long-term care costs. I perform my services by adhering to consistent fiduciary standards of data gathering, plan design & implementation, and consistent monitoring & benchmarking. I utilize proprietary fact-finding and financial projection tools that anticipate the financial uncertainty related to morbidity and mortality. These tools help improve a family’s ability to make effective financial and healthcare decisions in times of uncertainty.My services center on the core belief that personal health challenges should not derail a lifetime of legacy goals or lifestyle goals. My approach involves interacting regularly with an interdisciplinary team of trust & estate attorneys, accountants, elder law attorneys, geriatric care managers, and executives at continuing care retirement communities.-------SEIA, LLC is not affiliated with LinkedIn and is not responsible for LinkedIn’s privacy or security policies. SEIA, LLC does not endorse or adopt the content, products, advertising, advice, opinions, recommendations, or other materials found on linked sites or posted by third parties. www.seia.com/legal-disclaimerSecurities offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Advisory services offered through SEIA, LLC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Royal Alliance Associates,

Listed skills include Strategic Financial Planning, Investments, Portfolio Management, Estate Planning, and 14 others.