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Why we liked to get to know our clients before we begin.

At West Financial Group our approach to helping our clients with their financial future is a little more involved than most financial advisors.Financial advisor getting to know clients. We understand that every person has had their unique journey in life and that their financial planning needs to be customized to fit their needs and goals. For example, a farmer will have different retirement goals than a tax accountant. We all have our hopes and dreams for the future, and we want to fine-tune your portfolio just for you.

That's why it is so important to sit down with every one of our clients and get to know them. We want to find out your story, where you came from and where you are headed. By getting to know you, we can provide financial planning that fits your individual needs. We want you to be in the driver's seat, so to speak, so you can achieve the retirement goals you have set for yourself.

At West Financial group we also aim to provide a "WOW" experience with everyone who walks through our door. We treat our clients like royalty, so they will realize they are essential to us and also let their friends and family know about their experience.

We want all of our clients to live the best of their life for the rest of their life.

Contact West Financial Group to schedule a meeting to get started with your personalized retirement plan today.

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.

The St. Jude's Time To Give Back Golf Tournament

Thursday, May 16, 2019

On Saturday, May the 4th, we had the opportunity and privilege to participate in a fundraising event for St. Judes Hospital. West Financial Group had the pleasure of sponsoring the dinner joined by over 20 clients all with hopes of raising money for a worthy cause.

Learn more...

Why The Villages® Community is the Perfect place to retire?

Wednesday, April 24, 2019

There comes a time in everyone's life when it is time to hang up the briefcase or work boots in exchange for a more relaxing and carefree living. You've worked your whole life, and now you deserve to live life the way you have always wanted, where you have always wanted.

So what makes The Villages® Community the perfect place to retire?

Learn more...

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