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.

Could the stock market crash again?

Monday, July 16, 2018

There's no denying it, the stock market, overall, has performed remarkably well over the last several years - to the point where some find stocks too expensive to afford.  Some believe we're due for a natural market correction, or worse: a crash.

Unfortunately, predicting when stocks will drop or when/if the market will crash is impossible. But rest assured, it will come as the markets are cyclical and we are overdue for a bit of a recession. That doesn't mean, however, that we can't stay prepared for the next crash.

Read more...

How can I make sure I don't outlive my retirement money?

Monday, June 25, 2018

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 designed specifically 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.

Read more...

Latest tips.

Interested in staying the loop with the latest financial tips and information about upcoming dinner discussions? Then sign up for our FREE email newsletter.

* indicates required

Connect with us.

Interested in learning more at one of our FREE dinner discussions?