Tom West

Signature Estate and Investment Advisors at Lifecare Affordability Plan
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Over a twenty-six year career, Tom has had significant experience in advising families struggling with how to support a loved one diagnosed with a chronic illness, disability or dementia. In 2018, Tom launched the Lifecare Affordability Plan®, a fixed-fee financial planning and asset management solution designed to provide families with a financial strategy that meets changing healthcare needs while preserving the caregiver’s quality of life.
Tom is regularly interviewed for his perspective by periodicals such as the Wall Street Journal, The Washington Post, Investment News, and The New York Times, and he regularly educates financial professionals, attorneys, tax professionals and geriatric care managers on the most appropriate financial planning techniques for families facing long term care decisions. Tom has been nationally published numerous times in peer-reviewed professional journals on topics such as Advising Clients Under Stress, A Fiduciary Approach for Clients Who Need Long Term Services and Supports, and Appropriate Investment Strategies During a Period of Care.

Tom’s community service in the aging and disability area has earned him recognition from a variety of non-profits and local government groups. In 2020, Tom was invited to join the board of the Jewish Council for the Aging (JCA), a community-oriented senior support organization that serves the DC metro area. He previously served in leadership positions on the boards of Insight Memory Care Center, the National Capital Chapter of the Alzheimer’s Association, and Goodwin Living's Corporate Board.

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  • Lifecare Affordability Plan
    Signature Estate and Investment Advisors