(352) 461-0645

Movie Premiere Event - Faith, Hope & Love

faith, hope, & love movie

Recently Skip at West Financial Group was given the opportunity to participate in something special as a way to give back to the community while also encouraging people to come out and experience an incredible, faith-based move called Faith, Hope & Love. This opportunity included Skip giving away 500 FREE tickets to The Villages premiere, with a special appearance by the director of the film, Robert Krantz. Krantz spoke about how and why he developed such a beautiful love story that was faith-based and did a phenomenal Q&A with the audience as well.

Continue reading Movie Premiere Event - Faith, Hope & Love...

Is debt free retirement possible?

Paying off all of your debt before retirement and entering your golden years debt-free comes with a certain level of comfort. Debt free retirement. Making the most out of your limited retirement income is what every retiree hopes to accomplish and becoming debt-free is the first step.

Here are a few ways you can begin to eliminate debt and be on your way to a much more relaxing, anxiety-free retirement:

Continue reading Is debt free retirement possible? ...

Smart Ways to a Happier Retirement.

Saving for retirement seems like a daunting task, and we are always looking for ways to make it a little easier on ourselves. Smart ways to a happier retirement. With the cost of living increasing every day and wages seemingly at a standstill every little bit of advice helps when it comes to making sure you will have money to live on in your golden years.

Here are four smart ways to a happier retirement:

Continue reading Smart Ways to a Happier Retirement....

How can I get that extra monetary cushion during my golden years?

Ideally, your golden years are a time to relax and enjoy your grandkids and the fun you've worked your whole life to have. Getting extra money for retirement.  You want to keep things simple in every area, including your finances. Often, a successful financial retirement portfolio is best gained by just that: simplicity.

One way to make your retirement more straightforward and successful is through annuities. Annuities work as a buffer, helping to build tax-deferred savings to cover retirement costs like living expenses and healthcare.

Continue reading How can I get that extra monetary cushion during my golden years?...

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.

Movie Premiere Event - Faith, Hope & Love

Monday, March 11, 2019

Recently Skip at West Financial Group was given the opportunity to participate in something special as a way to give back to the community while also encouraging people to come out and experience an incredible, faith-based move called Faith, Hope & Love. This opportunity included Skip giving away 500 FREE tickets to The Villages premiere, with a special appearance by the director of the film, Robert Krantz. Krantz spoke about how and why he developed such a beautiful love story that was faith-based and did a phenomenal Q&A with the audience as well.

Learn more...

Is debt free retirement possible?

Friday, February 8, 2019

Paying off all of your debt before retirement and entering your golden years debt-free comes with a certain level of comfort.  Making the most out of your limited retirement income is what every retiree hopes to accomplish and becoming debt-free is the first step.

Here are a few ways you can begin to eliminate debt and be on your way to a much more relaxing, anxiety-free retirement:

Learn 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.