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10/16/2026

Are you wondering what makes up the perfect retirement investment strategy?

Our latest video, "Building the Perfect Retirement Investment," dives deep into the essential components of crafting a well-rounded investment plan that suits your unique needs and goals.

We will be going over all the things that make up a perfect investment. Although this investment doesn't exist with all of these characteristics, we will discuss options that have some of these perfect investment qualities.

We want to take a deep dive into what you should consider in building that investment strategy to get as close as you can to your definition of the perfect investment.

Watch now, and don't forget to like, share, and comment with your thoughts!
https://youtu.be/jT2hv-VRohw?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%20Building%20The%20Perfect%20Investment%20For%20Retirement

10/14/2026

Are you ready to start living life on your terms? At West Advisory Group, we follow a personalized process to help you reach your financial goals, whether you're preparing for retirement or seeking more freedom in your career.

In our latest video, we share the formula that guides our clients' financial independence. From family priorities to work-life balance and bucket list adventures—it's all part of our process.

10/13/2026

7 Critical Must-Knows About Healthcare in Retirement

Did you know the average retiree might face up to $300,000 in healthcare costs during retirement? Many overlook this significant expense, but it doesn't have to derail your financial security.

In our newest Money in Motion video, Walt covers the 7 essential things you must consider about healthcare as you prepare for retirement:

- The high cost of healthcare and how to prepare for it
- Navigating Medicare options and potential gaps in coverage
- Planning for long-term care expenses
- Protecting your retirement assets from unexpected medical costs
- How a healthy lifestyle can reduce future risks
- Tax-efficient strategies like HSAs to save on medical costs
- Why early planning is key to a secure retirement

Your healthcare in retirement doesn't have to be a mystery. Watch now to get ahead of the curve.
https://youtu.be/DqkqMgLBb70?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%207%20Critical%20Must%20Knows%20About%20Healthcare%20In%20Retirement

10/12/2026

In our latest video, we walk you through the PEAK FORMula, our signature retirement planning process that has helped clients navigate the complexities of retirement for over 20 years.

From wealth management and risk protection to tax planning and estate strategies, we cover the 7 pillars that guide every step of your financial journey.

10/09/2026

Dive into the world of retirement planning with our newest video release: "What Risks Would I Potentially Have Moving Into Retirement?"

Discover the essential considerations as you transition into retirement, from managing healthcare costs to navigating market volatility.

Don't miss out on this insightful breakdown of key risks you need to know!

Click the link below to watch now and ensure your retirement strategy is on point! Don't forget to like, comment, and subscribe for more valuable insights.
https://www.youtube.com/?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group

10/02/2026

Are you prepared to protect your legacy? Join Walt in our latest Money in Motion episode as he dives into the essential elements of estate planning.

Highlights:
- Differences between wills and trustsImportance of updating beneficiary designations
- Necessity of financial and medical powers of attorney
- Strategies to minimize taxes and avoid probate
- Tips for business succession planning and charitable giving
- Get the clarity you need to safeguard your financial future.

Watch now, and don't forget to like, share, and comment with your thoughts!
https://youtu.be/kEW8xcwxdsc?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%20Estate%20Planning%20Questions

We're thrilled to present our latest video tackling a crucial financial question: Roth IRA vs. Pre-Tax Accounts.In this ...
10/01/2026

We're thrilled to present our latest video tackling a crucial financial question: Roth IRA vs. Pre-Tax Accounts.

In this insightful discussion, we break down the different tax buckets where you can potentially allocate your hard-earned money for retirement planning. From taxable to tax-deferred to tax-free, we delve into each option's pros and cons, giving you a comprehensive understanding of where to house your wealth.

What will you learn?
- The key differences between taxable, tax-deferred, and tax-free accounts
- How each option affects your tax liabilities now and in the future
- Strategies for optimizing your retirement savings based on your unique circumstances
- Insights into recent legislative changes impacting tax-deferred accounts

This video is a must-watch for anyone looking to make informed decisions about their financial future! Whether you're years away from retirement or already enjoying your golden years, understanding these concepts is essential.

Watch the video now and empower yourself with financial knowledge:
https://youtu.be/5y4fgjcvEMM?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%20Should%20I%20Put%20My%20Money%20In%20A%20Roth%20IRA%20or%20A%20Pre-Tax%20Account

Don't forget to like, share, and subscribe to our channel for more valuable content on financial planning and wealth management. Your future self will thank you!

Address

1946 West 26th Street
Erie, PA
16056

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18144640224

Website

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