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About Skip West

Skip West | West Financial Group | The Villages, FL

Growing up, Skip’s father instilled a valuable lesson in his son: Always do more for others than what they do for you, no matter what it takes. This message has stuck with Skip throughout his life and has driven him to achieve significant goals throughout his life.

While attending the University of Arkansas on a golf scholarship, Skip pursued an industrial engineering degree. Taking 22 credit hours a semester, Skip was able to graduate early with magna cum laude honors and with a job lined up straight out of school. After school, Skip packed up and began his career at Trane, a heating and air conditioning company, where he led the comfort division. However, after being told he would have to lay off 25 percent of his staff, Skip decided corporate America wasn’t the place for him and moved to Florida to start his own solar heating pool business with $5,000 in his pocket.

Having grown the company's net worth to $40 million in 20 years, Skip left the pool business in 2003 and opened West Financial Group. "At some point in life, you have to decide when you're going to take control of your life and make sure it's aligned with what you had envisioned for yourself. My career changes have helped me get to the life I envisioned for myself, and I am confident my work at West Financial Group allows my clients to feel the same. Everyone deserves to live their dreams, but sometimes you need help, and that's what I'm here to do," said Skip.

Skip’s friendly personality and commitment to getting to know his clients on a personal level allow him to better help them find just the right products for their retirement goals and risk tolerances. "The first step in understanding your clients' financial situations is understanding their situations; every client I have, I know personally. I take great pride in taking the time to understand what 's important to them and because of this, am better able to tailor their unique insurance portfolios," said Skip.

Skip’s father’s words ring especially true at West Financial Group, as Skip strives to always exceed his clients’ expectations and give back to them more than they’ve given him, even if it means coming in early or staying late. He does his best to reach excellence and always do what’s in his clients’ best interests.

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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.

What to expect during peak hurricane season in The Villages community.

Monday, August 19, 2019

By: Laurel Nendza

Florida is known for beautiful white sand beaches, Disney World, and a laid back lifestyle.  But unfortunately, Florida has a scary side that shows itself every couple of years. Hurricanes in Florida can create costly damage and threaten lives up and down the Sunshine State.

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The SECURE ACT Encourages Annuities.

Monday, July 15, 2019

The political world seems to be turned on its head every other day, but thankfully there is plenty good that comes from our House of Representatives.  One of those good things is an act that benefits retirees and protects them after they've done their part in the working world. The SECURE Act, otherwise known as the Setting Every Community Up for Retirement Enhancement Act, has just recently passed with a massive wave of support. In general, this bill gives retirees more access to workplace pensions and makes it, so they don't have to jump through hoops to get annuities they're deserved.

Back when 401(k) plans were introduced during the Revenue Act in 1978, it let employees invest and save for their future from their paychecks. Great, right? Well, yes but most retirees don't know exactly how much to save for the rest of their days. Will they live comfortably? Or will the money run out because of unexpected medical expenses or other things? The SECURE Act rights that wrong and even promotes the use of annuities by companies! This is fantastic news since it's not an easy or cheap thing to get an annuity.

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