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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.

There are some game changers in the SECURE ACT you should know about.

Monday, January 13, 2020

On December 20, 2019, the SECURE Act was signed into law by President Donald Trump and contains 29 different provisions, encompassing many aspects of retirement saving and financial planning. 

There are many new critical provisions of the SECURE ACT. Still, the one that has the most significant impact on your retirement here in The Villages is the delay of the age for required minimum distributions (RMDs) from 70½ to 72. This favorable development only applies to people who reach 70 1/2 after 2019. If you turned 70 1/2 in 2019 or earlier, you're unaffected. If you will turn 70 1/2 in 2020 or later, you won't need to begin taking RMDs until after reaching age 72. If you're still working after reaching the magic age and you don't own over 5% of the employer, you can delay taking RMDs from your employer's plan until after you've retired.

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4 Tax Tips for Retirees in The Villages®.

Monday, December 2, 2019

You need all the monetary help you can get when you are retired and don't have the same income coming in when you were working.  No one ever wants to overpay in taxes, and you won't as long as you know a few tips to help you get through tax season.

Here are four tips you need to know to make tax time easier:

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Latest tips.

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