MSFS, ChFC®, CLTC, NSSA®, CASL®, MDRT
CEO, West Financial Group Inc.
Leasha West does things differently. Although West is a decorated United States Marine Corps veteran with a master’s degree in financial services and an MBA candidate at the University of Notre Dame, she conducts all of her own interviews with prospects. “I enjoy getting acquainted with people and I give everyone the respect of a personal meeting as part of our client selection process”. As a multi-year member of the Million Dollar Round Table, West’s principled and pragmatic approach has deviated from the standard advisory firm practices.
Two decades ago, after serving in the military, West began her career in the financial services industry at a national brokerage firm. As she worked closely with senior citizens and retirees, she quickly recognized that there was a vacant niche in specialized retirement planning that had to be filled. Fed up with corporate bureaucracy, and a lack of financial professionals who were not trained, educated or versed in many important aspects of retirement planning - West answered the call and started her own company.
As the CEO and founder of West Insurance & Financial Group, West explains, “my competition is death, disability, diagnosis and old age. It’s my job to get to people before my competition does”. Her careful approach to retirement planning is to start with the cornerstone of every plan by creating a barrier between a person’s wealth and health. West carefully reviews the needs and goals of each client and outlines the best options for their ideal future. “We have made a commitment to excellence in all that we do. Our goal is to exceed our client’s expectations at all times...retirement planning is a process, not a product”.
In addition to being a compassionate and successful leader in the financial industry, West is also passionate about and involved in many charitable causes. She founded the Veteran Aid Task Force™, which is a nonprofit community outreach that assists military veterans and sits on the board of directors for several organizations. As a result of her dedicated service, she is a two-time recipient of the President’s Volunteer Service Award by both President Barack Obama and President Donald Trump, and was named AARP Volunteer of the Year.
West is also an award-winning author with four #1 Amazon Best Sellers. She has co-authored books with Brian Tracy and Sir Richard Branson. West was bestowed two Golden Quilly Awards in Hollywood and inducted into the National Academy of Best Selling Authors®. Her latest book, Retirement Safehouse, was recently launched at NASDAQ in New York City.
WEST INSURANCE & FINANCIAL GROUP - www.westfinancialgroup.com
5455 Gull Road, Suite D222, Kalamazoo, MI