We Guide and You Decide

Focused Financial Planning Through a Team Approach

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.

Smart Ways to a Happier Retirement.

Monday, December 3, 2018

Saving for retirement seems like a daunting task, and we are always looking for ways to make it a little easier on ourselves.  With the cost of living increasing every day and wages seemingly at a standstill every little bit of advice helps when it comes to making sure you will have money to live on in your golden years.

Here are four smart ways to a happier retirement:

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How can I get that extra monetary cushion during my golden years?

Monday, November 5, 2018

Ideally, your golden years are a time to relax and enjoy your grandkids and the fun you've worked your whole life to have.  You want to keep things simple in every area, including your finances. Often, a successful financial retirement portfolio is best gained by just that: simplicity.

One way to make your retirement more straightforward and successful is through annuities. Annuities work as a buffer, helping to build tax-deferred savings to cover retirement costs like living expenses and healthcare.

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