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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.

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.

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A brief history of The Villages® Florida.

Monday, May 11, 2020

Florida has always been the number one retirement spot in the country because of its lush tropical beaches, sunny warm weather, and many theme parks and activities to explore. One place, in particular, has become the largest single retirement community in the entire world. 

In the 1960s, a young real estate businessman, named Harold Schwartz was able to purchase a large amount of pasture land in the heart of Central Florida. He had a dream to create a unique retirement community to those who were ready to leave the colder states of the north and enjoy a long-awaited retirement. He soon developed a quaint retirement trailer park In the 70s named Orange Blossom Gardens with his partner Al Tarrson.

Learn more...

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