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About David  

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David is the Founder and Managing Partner of West Capital Advisors, Inc. which specializes in helping pre-retirees, professionals and business owners develop comprehensive solutions to decisions regarding their wealth. He has over 30 years of experience in assisting clients to not lose money to unnecessary income taxes, inefficient financial structures, and uncompensated risk investments. 

He received his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations in 2002. David is recognized as an outstanding teacher and public speaker, having presented numerous economic education seminars to professional groups across the country. He has been published by Fortune Magazine. He earned a B.S. in Business and History at Montana State University at Billings and a Master’s in Business Administration from the University of Phoenix.

In 1997, he began his participation in the clinical trials of the Doctors Economic Research Project. In this capacity, he provided capital accumulation and capital distribution planning services, insurance products, and investment advisory services to doctors and business owners/executives who were members of associations participating in the Doctors Economic Research Project. Once again, he distinguished himself with his commitment, competence and dedication to assisting clients in the achievement of their economic objectives of personal freedom and personal significance. Within three years, David became one of the most productive members of a group of financial consultants who established industry records for sales of insurance products and placement of assets under management.

David and his wife, Katheryn, are the proud parents of nine children. He and Katheryn reside in Orem, Utah. His hobbies include history, hiking, weight lifting, running and travel.

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In this analysis, you'll discover...

  • The best options for keeping you financial legacy safe from probate. 
  • Advanced planning techniques to reduce your estate taxes. 
  • How to prevent family discord and costly legal expenses through an estate plan.
  • How to protect your assets from unforseen creditors. 
  • Plus, how to efficiently transfer you estate to your heirs in an orderly manner.
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Complimentary eBooks

In these Ebooks you will learn...

  • Why no estate is too small to protect.
  • Why it's never too early to prepare an estate plan.
  • The pitfalls of leaving your assets as joint tenancy.
  • How to accurately determine your taxable estate.
  • And much, much more! 
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Still have concerns about your estate plans? Our team is here to help. You're one click away from expert answers to your most critical estate planning questions.

Address: West Capital Advisors
1367 South 740 East
Orem, UT 84097  

Phone: (801) 221-2656 

Website:
www.westcapitaladvisors.com