West Financial Group | The Villages, FL

Contact Us

If you have any questions, or comments about this website, please feel free to use the form below to contact us.

Or stop in for a visit. We'd love to see you!

4713 East State Road 44
Suite #300
Wildwood, FL 34785
In the Chesterfield Village Plaza
Directly across the street from Brownwood Paddock Square

(352) 461-0645

Your privacy is very important to us; your information will never be sold or given to a third party without your consent.

* indicates required field.

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.

Yes, you can have a debt-free retirement!

Monday, November 20, 2017

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:

Read more...

Simple retirement advice from Warren Buffett.

Monday, November 6, 2017

When it comes to our financial futures, we all want to plan well and "get it right," and it seems few people have gotten it as right as Warren Buffett. So, what advice does Warren give that "makes sense practically all of the time?" 

Warren Buffett says it's consistently buying shares of a single mutual fund.

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.

Learn about the ABC's of annuities.