(352) 461-0645

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.

What to expect for Christmas this year in The Villages® Community.

Monday, November 2, 2020

The Christmas season brings joy and togetherness to everyone, young and old.  It is a time for kindness, giving, and spending precious time with loved ones and friends. Like in other parts of the country, it is a pretty big deal in The Villages® Community in Florida.

Even though The Villages® Community is the largest retirement community globally, its residents are big kids at heart. In years past, there have been lots of Christmas golf cart parades on each square, tree lighting ceremonies, special events, along with nightly holiday festivities. Christmas time in The Villages® Community may be slightly different this year because of COVID-19, but that doesn't mean the Christmas spirit here will be any less.

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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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