Plan Today,
Enjoy
a
Stress-Free Tomorrow
West Financial Group is a full-service brokerage offering retirement planning, annuities, life insurance, investment management, tax strategies, and comprehensive financial guidance — all tailored to your goals with zero fees to you.
BBB Accredited Business — A+ Rating
Full-service brokerage proudly serving clients in The Villages & surrounding Central Florida since 2003
West Financial Group welcomes your honest feedback. Please submit a review on Google.
Built on Trust. Driven by Your Results.
Financial Protection
Our plans are meticulously crafted to protect your assets with fixed annuities, fixed index annuities, and life insurance — shielded from market volatility. No client has ever lost their principal.
Your Best Interest
We take a personal interest in your planning when you work with us. We will work with you to determine the best steps for optimizing your savings and provide personalized advice every step of the way.
Personal Support
Our goal is to ensure that you have the best experience possible when working with our firm. Every interaction with us is designed to exceed your expectations and help you feel informed and confident.
For a Positive Experience
For over 20 years, the leadership at West Financial Group has been providing tailored financial solutions with the utmost integrity. We believe in not only providing sound advice but also developing lasting relationships with our clients. We are committed to helping you reach your financial goals and giving you peace of mind knowing that your future is secure.
Safeguard Your Wealth With a Customized Plan
Fixed Annuities
A guaranteed rate of return, providing stability and security for your financial future. Principal always protected — no market risk ever.
Learn MoreFixed Index Annuities
Growth potential linked to market performance. Benefit from the upside without any downside risk. Principal always secured.
Learn MoreLife Insurance
The best method to transfer wealth, hands down. A tax-free safety net protecting your loved ones and ensuring your legacy lives on.
Learn MoreWealth Management
Strategic portfolio and investment management tailored to your goals, risk tolerance, and retirement timeline.
Learn More →Life Insurance Solutions
The best method to transfer wealth, hands down. A tax-free safety net protecting your loved ones and your legacy.
Learn More →Tax-Efficient Retirement Strategies
Minimize your tax liability in retirement and keep more of what you've worked hard to save.
Learn More →Estate & Legacy Planning
Protect and transfer your wealth to the next generation efficiently, with clarity and peace of mind.
Learn More →“Can I Retire?” Analysis
A comprehensive review of your readiness — answering the question every pre-retiree is asking.
Learn More →Income Gap Analysis
Identify the gap between your expected income and expenses in retirement — then close it strategically.
Learn More →Roth Conversion Roadmaps
Strategic Roth conversion planning to reduce future tax burdens and maximize your after-tax wealth.
Learn More →Surviving Spouse Financial Guidance
Compassionate, clear financial guidance during one of life's most difficult transitions — helping you move forward with confidence.
Learn More →Long-Term Care Planning
Plan for the rising costs of long-term care so your assets stay protected and your family stays whole.
Learn More →Portfolio Review
An objective review of your current portfolio — identifying underperforming positions and opportunities for improvement.
Learn More →Second Opinions
Already working with an advisor? We'll give you an honest, no-obligation second opinion on your current financial plan.
Learn More →There are more bad annuities out there than good ones. Finding the right annuity secures your retirement and the future of those you love the most.
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People of The Villages Speak Volumes About
Our Commitment
to Excellence
Working with West Financial Group was and is one of the best experiences I’ve had in a long time. They listen to what I wanted and gave me the product I had been looking for. I talked to many other advisors and couldn’t get the answers I needed. West Financial was right on the spot with my needs. They took all the time to answer my questions and found exactly what I was looking for. Thank you West Financial.
Leiter Leiter — Google ReviewWe have been clients of West Financial Group for almost 5 years. We have found great comfort in always being able to deal directly with President/CEO Arthur West. We were in our early 80’s seeking advice on how to leave our sons monetary gifts that were not life insurance products. With his extensive knowledge of annuities, Arthur came up with what we think is the perfect solution. He takes his clients’ financial issues seriously as if they were his own, he is a very kind and warm individual and his staff model him. We really appreciate their follow-up on our investments.
Aubrey & Peggy Cockrill — Google ReviewI have known West Financial for about a year now. I went to one of the seminars and then decided to hear more details in his office. Arthur is the sole owner of this group. He is not paid by the client but is paid by the insurance company. I found Arthur knowledgeable, kind, and most importantly honest! We looked at all my financial avenues and some he said to change but most he honestly said to leave alone. He is not money hungry. He wants what’s best for his clients. Arthur really looks out for you more than any financial advisor I have ever had. I am very happy we joined his group and he is truly a blessing to have as my financial go-to.
Paul Curcio — Google Review
West Financial Group welcomes your honest feedback. Please submit a review on Google.
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Protect What You’ve Worked a Lifetime to Build.
Your financial future deserves a plan as strong as your dedication to get here. At West Financial Group, we provide clear, honest guidance to help you protect your savings, maximize your income, and leave a lasting legacy for the ones you love.
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