We Guide and You Decide

Focused Financial Planning Through a Team Approach

Make the REST of your life
the BEST of your life.

For more than 14 years our mission at West Financial Group has been to guide our valued clients to financial security. We strive to address all of your concerns, ensure you understand the products we recommend and take pride in knowing you’re comfortable with the direction and strategy we provide you.

Our goal is to provide a “WOW” experience at every client interaction! We want every meeting, phone call and event to be an interaction worth talking about. We want our clients to be able to say, “WOW, what an experience! I can't wait to tell my friends about our financial professional.”

Whether it’s financial, retirement, legacy planning or optimizing your future wealth, our approach includes understanding your unique situation, exploring your goals and discovering the best way to make the REST of your life, the BEST of your life. By getting to know you and your family, we serve as financial guides who keep your best interests in mind throughout the entire process.

Skip West | Financial Planner | West Financial Group

Latest blog posts.

Retirement Strategies for Women in 2018.

Monday, June 4, 2018

There are more women in the workplace than ever before, and many are in charge of their household financial management.  With longer lifespan expectancies and lower average lifetime earnings than men, women often face a significant retirement funding gap.

Financial advisors are increasingly seeing the concept of women in control of household finances as the norm. The common factor both young professional women and retirees is that both groups want to plan better and know they can, with access to a competent financial advisor.

Read more...

What is the S&P and how does it affect me?

Monday, May 14, 2018

Investing can be a complicated game, and you want to make sure you get your money's worth. One topic people always want to talk about is the Standards & Poor's 500 Index or S&P 500 for short.

The S&P 500 is made up of 500 of the world largest and most profitable companies whose market capitalization is worth an estimated 6.1 billion. People see it as the leading indicator of equities in the United States and is a direct reflection of how well the large-cap universe is doing at the current time. It sets the bar for market value weighted index for the U.S. stock market and other S&P indexes. The five companies with the highest weights are Apple, Alphabet, Microsoft, Amazon, and Facebook.

Read more...

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