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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.

Annuities in the pandemic.

Monday, June 29, 2020

Our lives have been turned upside down during the last few months because of the COVID-19 pandemic. The shock of losing their jobs has affected 40 million Americans and counting. What about retirees? What kind of recourse is there to fall back on? Turns out right now is a great time to look into annuities and secure your financial future.

As minor retirement expenses accumulate, you have to consider the bigger picture. Will your nest egg last through your entire lifetime? On average, most Americans retire by the age of 62, which means many retirees must cover living expenses for around 17 years. An annuity is a long-term investment that you purchase from your insurance company. They are explicitly designed to protect you from outliving your income. For many senior citizens or people over 50, annuities are an integral part of a successful financial retirement portfolio. Annuities help build tax-deferred savings to cover retirement costs like living expenses and healthcare.

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Retirement strategies for women.

Monday, June 1, 2020

There are more women in the workplace than ever before, and many are in charge of their household financial management.  With longer lifespan expectancies and lower average lifetime earnings than men, women often face a significant retirement funding gap.

Financial advisors are increasingly seeing the concept of women in control of household finances as the norm. The common factor for both young professional women and retirees is that both groups want to plan better and know they can, with access to a competent financial advisor.

Learn more...

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