Thomas West Financial Services
About Thomas West Financial Services
Thomas West Financial Services provides personalized financial planning, investment services, and insurance products to families in the Greater Washington Area. We emphasize services to families facing financial uncertainty based on health or dependency circumstances. * Evaluation of Client estates, portfolios, and cash flows * Recommendations about suitable assets and income sources to use to cover expenses * Fee Based Asset Management Services * Selection of appropriate investment portfolios, ongoing monitoring and rebalancing of portfolios, regular reviews * Asset management services benefiting dependent individuals * Insurance Products and Services * Analysis of appropriate insurance products, including current coverages _Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member NASD, SIPC, a Registered Investment Advisor* Insurance products offered through John Hancock Life Insurance Company, Boston MA 02117._
Featured Articles
Senior Living: Community Collaborators
April 23, 2012
By Christy Brudin What really makes a community? It is certainly not beautiful iron gates or modern homes... Read more »
New Faces and Helping Hands at a Retirement Community
March 21, 2012
By Nancy Nolan, Director of Marketing & PR, Foulkeways at Gwynedd Thomas Jefferson University’s... Read more »
Never Far From Home in Retirement Living
March 21, 2012
George and Zara Roberts have lived in many parts of the world, but they always knew no matter where their... Read more »
A Lifelong Learner in a Retirement Community
March 21, 2012
By Christy Brudin At an early age, Betty McGee showed an aptitude for academics. She won the first of... Read more »
A New Age in Retirement Living
March 21, 2012
By Mary Clark The newest generation of retirees is busy changing the meaning of retirement. A more... Read more »
A Growing Partnership at a Retirement Community
February 27, 2012
A Fresh Start for One Retiree Equals Fresh Ingredients for Many By Christy Brudin As every gardener... Read more »
Senior Housing
-
Senior Living: Community Collaborators
By Christy Brudin What really makes a community? It is certainly not beautiful iron gates or modern...
-
The Benefits of an Assisted Living Facility and Medical House Call Team Working Together
When it comes to finding an assisted living option for a parent or loved one, there is no ‘one...
-
The Top 5 Questions to Ask Retirement Community Residency Counselors
By Brenda Becker Your family has been encouraging you to consider to a retirement community; your...
-
New Faces and Helping Hands at a Retirement Community
By Nancy Nolan, Director of Marketing & PR, Foulkeways at Gwynedd Thomas Jefferson University’s...
Aging in Place
-
Applying Universal Design Concepts
By Michael Leite, P.E. Universal design has been defined as building environments that are accessible...
-
Celebrating 60 Years with the Help of a Home Health Agency
Theirs is a love story that most dream of having. Don and Polly Petersen met at Pratt Institute...
-
A Valuable Connection with a Home Care Company
After the passing of his wife, Doris, Joel Richmond moved to an assisted living community where...
-
A Difficult Situation Becomes a Positive Experience with Home Healthcare
For Elizabeth Thompson, there was nothing more fulfilling than reaching out to her greater community,...
Money & Legal
-
Fast Medicare Coverage Even When You’re Not Retired
By George McConnell, Social Security Administration Deputy Area Director You’ve made your decision:...
-
A Daily Money Manager Acts as an Alter Ego
Boston native Vera Berne worked in different mental health settings inWashington,D.C. after moving...
-
Caregiver Tips in Helping with Medicare
It can be difficult to choose the right medicare plan for you and your loved ones By Ross Blair The...
-
Finding a New Family with Senior Care Experts
With the help of an attorney and care management organization, Elizabeth Dusa found a homecare agency...
Decision Making
-
A Sense of Stability Thanks to a Care Manager
By Christy Brudin At first, Linda* just seemed a little forgetful, according to James*, her husband...
-
Top Tips for the Transition: Making the Most of the Move to a Retirement Community
By: Cathy Ritter A whirlwind schedule packed with activities, such as traveling to nearby historical...
-
An Extra Set of Eyes with a Home Care Agency
How one couple received ‘undercover care’ through a unique cleaning service With the...
-
Having a Health Care Manager and Friends to Turn to
Hal Ely could never forget that day at the bowling alley when he met Kay, the woman that would become...
Featured Articles
Senior Living: Community Collaborators
April 23, 2012
By Christy Brudin What really makes a community? It is certainly not beautiful iron gates or modern homes... Read more » New Faces and Helping Hands at a Retirement Community
March 21, 2012
By Nancy Nolan, Director of Marketing & PR, Foulkeways at Gwynedd Thomas Jefferson University’s... Read more » Never Far From Home in Retirement Living
March 21, 2012
George and Zara Roberts have lived in many parts of the world, but they always knew no matter where their... Read more » A Lifelong Learner in a Retirement Community
March 21, 2012
By Christy Brudin At an early age, Betty McGee showed an aptitude for academics. She won the first of... Read more » A New Age in Retirement Living
March 21, 2012
By Mary Clark The newest generation of retirees is busy changing the meaning of retirement. A more... Read more » A Growing Partnership at a Retirement Community
February 27, 2012
A Fresh Start for One Retiree Equals Fresh Ingredients for Many By Christy Brudin As every gardener... Read more » Senior Housing
-
Senior Living: Community Collaborators
By Christy Brudin What really makes a community? It is certainly not beautiful iron gates or modern...
-
The Benefits of an Assisted Living Facility and Medical House Call Team Working Together
When it comes to finding an assisted living option for a parent or loved one, there is no ‘one...
-
The Top 5 Questions to Ask Retirement Community Residency Counselors
By Brenda Becker Your family has been encouraging you to consider to a retirement community; your...
-
New Faces and Helping Hands at a Retirement Community
By Nancy Nolan, Director of Marketing & PR, Foulkeways at Gwynedd Thomas Jefferson University’s...
Aging in Place
-
Applying Universal Design Concepts
By Michael Leite, P.E. Universal design has been defined as building environments that are accessible...
-
Celebrating 60 Years with the Help of a Home Health Agency
Theirs is a love story that most dream of having. Don and Polly Petersen met at Pratt Institute...
-
A Valuable Connection with a Home Care Company
After the passing of his wife, Doris, Joel Richmond moved to an assisted living community where...
-
A Difficult Situation Becomes a Positive Experience with Home Healthcare
For Elizabeth Thompson, there was nothing more fulfilling than reaching out to her greater community,...
Money & Legal
-
Fast Medicare Coverage Even When You’re Not Retired
By George McConnell, Social Security Administration Deputy Area Director You’ve made your decision:...
-
A Daily Money Manager Acts as an Alter Ego
Boston native Vera Berne worked in different mental health settings inWashington,D.C. after moving...
-
Caregiver Tips in Helping with Medicare
It can be difficult to choose the right medicare plan for you and your loved ones By Ross Blair The...
-
Finding a New Family with Senior Care Experts
With the help of an attorney and care management organization, Elizabeth Dusa found a homecare agency...
Decision Making
-
A Sense of Stability Thanks to a Care Manager
By Christy Brudin At first, Linda* just seemed a little forgetful, according to James*, her husband...
-
Top Tips for the Transition: Making the Most of the Move to a Retirement Community
By: Cathy Ritter A whirlwind schedule packed with activities, such as traveling to nearby historical...
-
An Extra Set of Eyes with a Home Care Agency
How one couple received ‘undercover care’ through a unique cleaning service With the...
-
Having a Health Care Manager and Friends to Turn to
Hal Ely could never forget that day at the bowling alley when he met Kay, the woman that would become...
Featured Articles
Senior Living: Community Collaborators
April 23, 2012
By Christy Brudin What really makes a community? It is certainly not beautiful iron gates or modern homes... Read more » New Faces and Helping Hands at a Retirement Community
March 21, 2012
By Nancy Nolan, Director of Marketing & PR, Foulkeways at Gwynedd Thomas Jefferson University’s... Read more » Never Far From Home in Retirement Living
March 21, 2012
George and Zara Roberts have lived in many parts of the world, but they always knew no matter where their... Read more » A Lifelong Learner in a Retirement Community
March 21, 2012
By Christy Brudin At an early age, Betty McGee showed an aptitude for academics. She won the first of... Read more » A New Age in Retirement Living
March 21, 2012
By Mary Clark The newest generation of retirees is busy changing the meaning of retirement. A more... Read more » A Growing Partnership at a Retirement Community
February 27, 2012
A Fresh Start for One Retiree Equals Fresh Ingredients for Many By Christy Brudin As every gardener... Read more » Senior Housing
-
Senior Living: Community Collaborators
By Christy Brudin What really makes a community? It is certainly not beautiful iron gates or modern...
-
The Benefits of an Assisted Living Facility and Medical House Call Team Working Together
When it comes to finding an assisted living option for a parent or loved one, there is no ‘one...
-
The Top 5 Questions to Ask Retirement Community Residency Counselors
By Brenda Becker Your family has been encouraging you to consider to a retirement community; your...
-
New Faces and Helping Hands at a Retirement Community
By Nancy Nolan, Director of Marketing & PR, Foulkeways at Gwynedd Thomas Jefferson University’s...
Aging in Place
-
Applying Universal Design Concepts
By Michael Leite, P.E. Universal design has been defined as building environments that are accessible...
-
Celebrating 60 Years with the Help of a Home Health Agency
Theirs is a love story that most dream of having. Don and Polly Petersen met at Pratt Institute...
-
A Valuable Connection with a Home Care Company
After the passing of his wife, Doris, Joel Richmond moved to an assisted living community where...
-
A Difficult Situation Becomes a Positive Experience with Home Healthcare
For Elizabeth Thompson, there was nothing more fulfilling than reaching out to her greater community,...
Money & Legal
-
Fast Medicare Coverage Even When You’re Not Retired
By George McConnell, Social Security Administration Deputy Area Director You’ve made your decision:...
-
A Daily Money Manager Acts as an Alter Ego
Boston native Vera Berne worked in different mental health settings inWashington,D.C. after moving...
-
Caregiver Tips in Helping with Medicare
It can be difficult to choose the right medicare plan for you and your loved ones By Ross Blair The...
-
Finding a New Family with Senior Care Experts
With the help of an attorney and care management organization, Elizabeth Dusa found a homecare agency...
Decision Making
-
A Sense of Stability Thanks to a Care Manager
By Christy Brudin At first, Linda* just seemed a little forgetful, according to James*, her husband...
-
Top Tips for the Transition: Making the Most of the Move to a Retirement Community
By: Cathy Ritter A whirlwind schedule packed with activities, such as traveling to nearby historical...
-
An Extra Set of Eyes with a Home Care Agency
How one couple received ‘undercover care’ through a unique cleaning service With the...
-
Having a Health Care Manager and Friends to Turn to
Hal Ely could never forget that day at the bowling alley when he met Kay, the woman that would become...
Featured Articles
Senior Living: Community Collaborators
April 23, 2012
By Christy Brudin What really makes a community? It is certainly not beautiful iron gates or modern homes... Read more » New Faces and Helping Hands at a Retirement Community
March 21, 2012
By Nancy Nolan, Director of Marketing & PR, Foulkeways at Gwynedd Thomas Jefferson University’s... Read more » Never Far From Home in Retirement Living
March 21, 2012
George and Zara Roberts have lived in many parts of the world, but they always knew no matter where their... Read more » A Lifelong Learner in a Retirement Community
March 21, 2012
By Christy Brudin At an early age, Betty McGee showed an aptitude for academics. She won the first of... Read more » A New Age in Retirement Living
March 21, 2012
By Mary Clark The newest generation of retirees is busy changing the meaning of retirement. A more... Read more » A Growing Partnership at a Retirement Community
February 27, 2012
A Fresh Start for One Retiree Equals Fresh Ingredients for Many By Christy Brudin As every gardener... Read more » Senior Housing
-
Senior Living: Community Collaborators
By Christy Brudin What really makes a community? It is certainly not beautiful iron gates or modern...
-
The Benefits of an Assisted Living Facility and Medical House Call Team Working Together
When it comes to finding an assisted living option for a parent or loved one, there is no ‘one...
-
The Top 5 Questions to Ask Retirement Community Residency Counselors
By Brenda Becker Your family has been encouraging you to consider to a retirement community; your...
-
New Faces and Helping Hands at a Retirement Community
By Nancy Nolan, Director of Marketing & PR, Foulkeways at Gwynedd Thomas Jefferson University’s...
Aging in Place
-
Applying Universal Design Concepts
By Michael Leite, P.E. Universal design has been defined as building environments that are accessible...
-
Celebrating 60 Years with the Help of a Home Health Agency
Theirs is a love story that most dream of having. Don and Polly Petersen met at Pratt Institute...
-
A Valuable Connection with a Home Care Company
After the passing of his wife, Doris, Joel Richmond moved to an assisted living community where...
-
A Difficult Situation Becomes a Positive Experience with Home Healthcare
For Elizabeth Thompson, there was nothing more fulfilling than reaching out to her greater community,...
Money & Legal
-
Fast Medicare Coverage Even When You’re Not Retired
By George McConnell, Social Security Administration Deputy Area Director You’ve made your decision:...
-
A Daily Money Manager Acts as an Alter Ego
Boston native Vera Berne worked in different mental health settings inWashington,D.C. after moving...
-
Caregiver Tips in Helping with Medicare
It can be difficult to choose the right medicare plan for you and your loved ones By Ross Blair The...
-
Finding a New Family with Senior Care Experts
With the help of an attorney and care management organization, Elizabeth Dusa found a homecare agency...
Decision Making
-
A Sense of Stability Thanks to a Care Manager
By Christy Brudin At first, Linda* just seemed a little forgetful, according to James*, her husband...
-
Top Tips for the Transition: Making the Most of the Move to a Retirement Community
By: Cathy Ritter A whirlwind schedule packed with activities, such as traveling to nearby historical...
-
An Extra Set of Eyes with a Home Care Agency
How one couple received ‘undercover care’ through a unique cleaning service With the...
-
Having a Health Care Manager and Friends to Turn to
Hal Ely could never forget that day at the bowling alley when he met Kay, the woman that would become...
