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Retirement Strategies for Women in 2018.

There are more women in the workplace than ever before, and many are in charge of their household financial management. Retirement Strategies for Women in 2018 With longer lifespan expectancies and lower average lifetime earnings than men, women often face a significant retirement funding gap.

Financial advisors are increasingly seeing the concept of women in control of household finances as the norm. The common factor both young professional women and retirees is that both groups want to plan better and know they can, with access to a competent financial advisor.

A comfortably mixed portfolio consisting of liquid assets, annuities, mutual funds for growth and a life insurance policy including a long-term care plan, women are advised to set a goal of paying off their mortgage before retirement and contributing just enough to their 401(k) to capture their employer match. Excess funds should then be redirected to reduce the balance of their mortgage.

To gain a sense of security, women are advised to work with their financial planner to create a "life-plan." The plan shows them where their money comes in and how long it will last. A good adviser will discuss viable alternatives like working past retirement age, slightly delaying Social Security benefits, downsizing to a smaller home or considering a reverse mortgage.

Through effective coaching, financial planners are transforming how the financial services industry treats women. If you need financial advice, contact the expert financial consultants at West Financial Group. We will help you reach your financial goals. 

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

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For The Love Of Animals Expo

Thursday, April 4, 2019

It was a fantastic event including music by Scooter The DJ as well as The Sunset Band and entertainment by Disc-Connected K9’s – the World Famous Frisbee dogs. The day was filled with exciting and fun activities such as the world-famous champion frisbee dogs, a best dog costume, educational talks including Sergeant David Clark of the Sheriff’s department of Sumter County who discussed criminal apprehension, a wildlife exhibit, special guest “Derek Campana” of the popular show Animal Planet discussed designing prosthesis for all kinds of animals and of course many animals received application requests for adoption!

The Humane Society/SPCA of Sumter County, Inc. is a non-profit, no-kill organization helping animals in need throughout Sumter County, Florida.

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Top Rated Golfing Options Near But NOT IN The Villages® Community.

Monday, April 1, 2019

The Villages® Community here in Central Florida is well known for being the largest retirement community in the US.  It's also very well known for the number of golf courses that are scattered throughout The Villages 32 square mile hub. While it's possible to golf on their courses even though you may not be a member of The Villages® community, it's nice to have other options nearby. Thankfully with The Villages® Community being smack in the middle of Florida, it's not that far of a trip to destination locations like Orlando or big open towns like Lakeland.

Lakeland is home to several amazing golfing spots for those starting out and seasoned veterans. The Club At Eaglebrook is one of the best-rated golf courses in Lakeland. Golf Advisor's rating system has Eaglebrook at a 4.6 out of 5 stars. It's as easy as logging in to set up your tee times and get your day of golf ready and raring to go. The holes are challenging but not impossible and will help those new to the game get a good feel for the sport.

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