“While you’re working you want a return on your money — when you retire you want a return of your money.”
Empowering Your
Financial Future
West Financial Group is a full-service firm offering retirement planning, annuities, life insurance, investment management, and financial guidance — all tailored to your goals.
★★★★★ 120 FIVE-STAR GOOGLE REVIEWS
BBB Accredited Business — A+ Rating
Proudly rated 5.0 ★ by our clients in The Villages & surrounding Central Florida
Built on Trust. Driven by Your Results.
Never Lose Your Money
Fixed and fixed index annuities protect your principal from market downturns — your money is never at risk of loss.
How To Make Up To 10%
Learn strategies that offer growth potential up to 10%, all while keeping your principal fully protected.
Lifetime Income For Your Surviving Spouse
Make sure your spouse continues receiving guaranteed income for life, even after you’re gone.
How To Protect Your 401(k)/IRA
Discover how to safeguard your retirement accounts from market volatility and unnecessary risk.
Healthcare Affordability
Plan ahead for rising healthcare costs in retirement so unexpected expenses never catch you off guard.
Roth Conversion
Understand how a strategic Roth conversion can reduce your lifetime tax burden and grow your legacy tax-free.
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 MoreSurviving Spouse Protection
Compassionate, honest guidance for surviving spouses. We help protect your income and assets — with clarity and no pressure.
Learn MoreWealth Management
Strategic portfolio and investment management tailored to your goals 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.
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.
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.
Learn More →Second Opinions
Already working with an advisor? Get an honest, no-obligation second opinion on your 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.
Arthur West has helped thousands of families in The Villages protect their principal and build lasting income. Join us at a free seminar, or schedule a one-on-one consultation with us at no cost.
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.
Latest Insights
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.
✦ ✦ ✦