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We Guide and You Decide

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.

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.

Valentine’s Day Date Ideas for You & Your Significant Other in The Villages®.

Thursday, February 6, 2020

Valentine's Day is quickly approaching, and you may be scrambling to come up with a unique date idea.  If you live in The Villages®, you already know there are plenty of activities to participate in at any time of the day, but are there any romantic adventures to be found in America's Friendliest Home town?

It is the year 2020, and date night is not the way it used to be. There are plenty of fun and extraordinary choices nowadays right here in town to wow your significant other and give them a memorable Valentine's Day.

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How annuities can help women.

Monday, February 3, 2020

Women of retirement age here in The Villages® and other areas are working more than ever these days.  Sure some women may work to fill their time or for a little spending money, but many are working and struggling to get the bills paid every month.

Although it has gotten better over the years, women have statistically been paid less than men in just about every field. Also, many women who are reaching retirement age were homemakers and may have barely put into social security at all. This means they weren't able to put as much into retirement as their male counterparts. So when it comes time to collect social security and cracking their retirement funds open, they still may fall short on making ends meet each month.

Learn more...

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