Our Approach

West Financial Group | The Villages, FL

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 Mission

Make the REST of Your Life the BEST of Your Life

Our Goal

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.

West Financial Group is an independent financial professional, here to help you reach your retirement goals. Our process includes working closely with you, helping you get what you want out of life, and flexibly selecting the best strategy to fit your needs.

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.

Are there tax breaks for retirees?

Tuesday, January 2, 2018

Nicole Stevens

Annuities have become common place, especially among retirees. Not many know the tax benefits of having an annuity. Here you’ll find out what an annuity can be, how it protects you, and the huge tax benefit an annuity holds.

Read more...

What the best way to save for my kids' college and my retirement?

Monday, December 11, 2017

Retiring comfortably and helping your child go to college are two common, yet challenging, goals. With some smart choices made now, they are also two goals that you can achieve. 

First, understand your current financial needs. For retirement, figure out how many years you have left until you retire. Estimate what your retirement account balance will be by the time you retire. Find out how much you can expect to receive in Social Security benefits. Know what standard of living you hope to have during retirement. Will you travel extensively, or live more simply?

Read more...

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