Tia West
Financial Strategist | Helping Families Build & Protect Wealth
- Role
- Transition Planning Specialist at Wisepath Financial Group
- Location
- Clinton, MO, US
- LinkedIn followers
- 500 followers
About Tia West
With over 25 years of experience as a senior estate planning paralegal, I specialize in…
Experience
Transition Planning Specialist
Apr 2025 — Present
I help individuals, families, and business owners create long-term financial security through strategic planning and risk management. At Wisepath Financial Group, we believe in making financial planning simple, accessible, and stress-free—without hidden fees or unnecessary complexity.Whether you\'re looking to optimize your retirement income, protect your assets, plan for long-term care, or create a business exit strategy, I provide personalized guidance to ensure your financial future is secure.Wisepath Financial Group collaborates with estate planning attorneys, healthcare professionals, tax professionals, and other financial advisors to provide comprehensive wealth management solutions. We go beyond traditional financial services by ensuring our clients have the right strategies in place to protect and grow their wealth for generations.If you\'re ready to take control of your financial future, connect with me today!
Education
LeTourneau University
Bachelor's degree
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