More than numbers - our planning process connects your investments, income, taxes and life goals into one clear strategy, so you can make informed decisions with confidence.
Schedule an Introductory CallAll aspects of your financial life in one coordinated plan - investments, cash flow, savings, taxes and estate considerations.
Insurance, estate, and contingency planning coordinated with your CPA / attorney and reflected in your plan.
Align your investment strategy with what matters most - timeline, cash-flow needs and risk capacity.
Quick answers about our approach, accounts, and process.
Families and individuals who want a coordinated approach that ties investments, taxes and estate considerations together - so decisions stay aligned over time.
We integrate planning for taxable brokerage accounts, IRAs, Roth IRAs, trusts, 401(k)s, business accounts, and more - so all parts of your financial life work together.
We use MoneyGuidePro for scenario planning and projection modeling, and the Schwab Advisor Portal for secure account access and reporting. (Schwab and RWFS are unaffiliated; Schwab is a registered broker-dealer and member SIPC.)
We recommend at least an annual plan review, with additional check-ins for major life events, investment updates or tax changes.
Rayburn West Financial Services is an independent, fiduciary wealth advisory firm based in Tennessee, helping clients build, preserve and transition wealth through tailored investment management and coordinated financial planning.
© 2025 Rayburn West Financial Services LLC. All rights reserved.
Rayburn West Financial Services (“RWFS”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where RWFS and its representatives are properly licensed or exempt from licensure. All content is for informational purposes only and should not be considered investment, legal or tax advice. For additional information, please see our Form CRS and ADV Part 2A. Custody and brokerage services are provided by Charles Schwab & Co., Inc. ("Schwab"), a registered broker-dealer and member SIPC. Schwab and RWFS are separate, unaffiliated companies. Schwab does not endorse or recommend any advisor or investment strategy. CEPA and Value Acceleration Methodology are trademarks of the Exit Planning Institute (EPI). Use with attribution for educational purposes only. RWFS is not affiliated with EPI.
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