West Financial Advisors

Legacy Financial Group, based in Urbandale, IA, prioritizes relationships and financial wellness over mere account balances, emphasizing a client-first approach in their financial strategies. With a diverse team boasting over 100 years of combined experience, they offer comprehensive, independent services tailored to meet individual needs in areas such as investments, retirement, estate planning, and taxes. As a Registered Investment Advisor, Legacy Financial Group operates under fiduciary standards, ensuring that clients' interests take precedence in every decision. Their commitment to continual professional development and personalized attention positions them uniquely in delivering effective financial advice and support. Generated from the website

American Retirement Systems, based in West Des Moines, IA, aims to be the leading partner for advisors nationwide, offering innovative tools and support designed to enhance retirement planning practices for agents and their clients. Founded by Kevin Wingert in 2009, the company emphasizes strong relationships built on honesty, integrity, and dedicated service. ARS provides straightforward solutions for client prospecting and skill development, helping professionals reach their full potential in the retirement sector. Their mission focuses on delivering clear product training and effective marketing programs tailored to the unique needs of each agent's business plan. Generated from the website

INVEST IN YOURSELF. INVEST IN YOUR FUTURE. If you’re like us you’re a planner. You’re not content with the status quo. You’re striving to make the most of what you have—now and in the future. Whether you’re just starting out, building a business or nearing retirement, you probably have a clear vision of what you want. You may be less sure of how to get there. That’s where we come in. We’ve worked with clients from all backgrounds, and we understand the challenges you face and the values you want to protect. And while each of our clients may be different, there’s one thing you all have in common: The need for a lifelong financial road map designed to help you create the life you want for today, tomorrow and whatever comes next.