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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.

Rotary Club of The Villages: Annual Poinsettia Plant Sale

Friday, October 16, 2020

All proceeds go to provide scholarships to area students and charities such as the food banks. Please download the below order form and return to Terresa Wickers at West Financial. Thank you!

DOWNLOAD 2020 POINSETTIA ORDER FORM

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Tips to afford The Villages® Lifestyle.

Monday, October 5, 2020

You work hard your entire life so that one day you can retire to paradise.  Thousands of retirees have found their own little slice of paradise in a booming retirement town called The Villages® in Central Florida. This is a unique place close to beaches and theme parks, filled with wonderful amenities, nightly dancing, entertainment, and golf courses. Most people trade in their second car for a golf cart for easy transportation in this happy and sun-filled oasis. 

Homes in this area range from $300,000 for a small vila to homes that near the million-dollar mark. There is a home for every budget and every kind of lifestyle. Being able to afford this lifestyle can be a challenge but can be obtained with proper financial planning. 

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