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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.

4 Tax Tips for Retirees in The Villages®.

Monday, December 2, 2019

You need all the monetary help you can get when you are retired and don't have the same income coming in when you were working.  No one ever wants to overpay in taxes, and you won't as long as you know a few tips to help you get through tax season.

Here are four tips you need to know to make tax time easier:

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What Trade War With China Means For Retirement.

Monday, October 7, 2019

One of the hottest topics in politics right now is the possibility of a trade war between the U.S. and China. As a nation, Americans know that this is not a positive thing, but most don't understand how it will personally affect them. One of the main things caught in the crossfires of a potential trade war is the status of many American's 401K which is leaving many retirees and likely retirees wondering what's this going to mean for their retirement.

The stock market has seen some better times, and though they've seen much worse in history, it's not looking promising for those looking forward to retirement. U.S. stocks have been down significantly (around $1.3 trillion in value) since President Trump announced a threat to impose a 10% tariff on an additional $300 billion in Chinese import (Gandel; CBS News). With this tariff imposed, it's stopping overseas sales which many companies rely on to make a substantial profit.

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