SagePoint Financial, Inc. Investment Advisor Representative
Brian J. West is a Financial Advisor with SagePoint Financial, Inc.; he joined Progressive Financial Concepts in 2005. He brings a wealth of experience and knowledge to his role as a financial advisor. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning and wealth management.
A comprehensive, client-focused approach to financial planning helps to ensure that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. Mr. West focuses on investment analysis. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning.
Helping people, whether it’s planning for retirement or college expenses, is truly Mr. West’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.