West Invest, LLC

06/12/2026

Blair here to wish our Client Service Associate Sarah a happy birthday!!

When you call our office, Sarah is often the first one to pick up the phone, and if you’ve talked to her to schedule your appointments, answer questions, or troubleshoot account problems you know she goes above and beyond to help.

Some things you might not know about Sarah:
• She teaches dance classes for adults and kids…at the studio where my daughter takes dance! She isn’t her teacher currently but maybe someday.
• She makes amazing desserts. Usually she makes cakes for team birthdays, but we didn’t make her make her own birthday cake today.
• At the office we’ve heard her swear only two times! And those two times probably only happened because the rest of the team is a bad influence.

Grateful to have you on the team Sarah, I hope you have a great birthday!

06/11/2026

We have some new faces around the office, our recent blog gives you an idea of what each of us does here at West Invest!

We are a team of 10, with three financial planners, two paraplanners, and five support staff, all working hard every day to help clients reach for their goals. Let us introduce ourselves!

06/01/2026

Meet our Financial Planners: Marty West, Blair West, and Korinda Bullard!

Marty is the founder of West Invest:
- He has been a financial planner for over 35 years
- He knows the numbers and he knows investor behavior, and he can coach investors through any market high or low.
- He wants to help everybody, and he’ll make you laugh the whole time.

Blair is Marty’s son and he has been a financial planner for nearly a decade:
- He has that entrepreneurial drive to motivate us to find new ways we can provide support for our clients.
- He’s calm and explains complicated financial topics in simple ways
-He is always working to make financial planning feel easy for clients.

Korinda is our newest financial planner:
- Working with her feels like working with a close friend.
- She’s gregarious, inviting, and supportive, and if you haven’t met her yet, you’re in for a treat.
- Her positivity and genuine care for her clients make her a wonderful new addition to our team!

05/29/2026

A final note about spring cleaning, let’s talk financial documents. You might have a folder (or a dining room table) full of:

• Bank and investment account statements,
• Insurance documents,
• Mortgage statements,
• Tax returns and supporting documentation,
• Health Savings Account spending receipts,
• Social Security income statements,
• Estate planning documents,
• Pay stubs...and more!!

The list can get long, and the paper can stack up! It’s a great time to go through your documents to organize what you need to hang on to, and shred what’s out of date. And if you find yourself receiving mail about accounts or policies that you never open, consider going paperless (where possible) to rely on electronic statements instead!

05/25/2026

Our office is closed today in observance of Memorial Day!

05/21/2026

While we’re on the topic of spring cleaning, have you checked your account beneficiaries and estate plan recently? It’s easy to set-it-and-forget-it, but life happens and it’s important that your plans reflect your wishes.

-Estate plan: Review your most recent will or trust. If you’ve experienced any significant life changes since you created it, it may be time for an update! This goes beyond allocating assets, make sure that your healthcare directive and power of attorney documents are up to date too!

-Beneficiaries: Check your retirement accounts, life insurance policies, and bank accounts. Make sure your beneficiaries are who you want them to be and that the allocation of assets is aligned with your wishes.

-BONUS: do you know the difference between per stirpes and pro rata distributions to beneficiaries? A misunderstanding can make a big difference in the way your assets are distributed, so reach out to us for clarification!

05/13/2026

Ever wondered about those miscellaneous letters listed after some finance professionals' names? Learn what those letters mean in our latest blog!

Licenses determine what a financial professional is allowed to do in the financial industry, while designations often indicate a specialization of skill or knowledge in the industry. Let's learn some common licenses and designations.

05/05/2026

Spring is in full swing and that means spring cleaning! Here’s a few tips to go beyond closet-decluttering and also clean up your finances.

1. Take inventory. Do you have life insurance policies, old retirement accounts, or even old bank accounts? Make sure you know where all these accounts are and their account/policy numbers!
2. Clean up subscriptions. This one’s easy! Go through your bank statements and check for recurring charges that you haven’t been using, from gym memberships to TV streaming! Remember that free trials sometimes turn into surprise expenses!
3. Check your automations. You might already have automatic systems in place for saving money or paying bills, but it’s a great time to make sure those systems are still right for you and your goals!
4. Call for help! There’s never a bad time for a check-in with your financial professional to make sure your plan is still a good fit for your situation.

04/29/2026

Happy birthday to Blair! He joined his dad Marty here at West Invest nearly 10 years ago, and he’s been growing and developing the firm ever since.

A few things we appreciate about him:

- Always coming up with new ideas to improve client service and make our internal processes more efficient (we do our best to keep up)
- True “big brother” energy in the office. He never misses a chance for friendly jokes with the team
- A good sport when we manage to get a few jokes back at him
- Balances the humor with real support and guidance whenever it’s needed

Join us in wishing him a happy birthday!

04/24/2026

Financial priorities shift throughout our lives. Here’s a few key stages people find themselves in. We won’t tie them to age, as everybody’s timeline is unique!

Building a Foundation: time to learn the basics and build good habits. This might look like:
- Creating a budget and managing cashflow,
- Starting or maintaining an emergency fund,
- Tackling high interest debt,
- Starting to invest in retirement accounts.

Growth Mode: time for some major purchases and risk management. This might look like:
- Reviewing, updating, or adding insurance policies,
- Basic estate planning,
- Setting or achieving short term goals like home purchases,
- Tackling longer term debt like student loans
- Re-examining your investments for both short and long term goals

The Final Stretch: time to close the gaps and make decisions. This might look like:
- Taking advantage of catch-up contributions,
- Getting familiar with potential retirement income sources
- Re-examining your investments for approaching goals and changing time horizons

Retirement: time to stick to your financial plan and arrange your legacy. This might look like:
- In-depth estate planning,
- Understanding new financial obligations and opportunities, like RMDs and QCDs,
- Developing and sticking to a plan to make your money last.

At every stage, we’re here to help.