(352) 461-0645

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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.

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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.

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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Keeping Cool in The Villages community During the Summer

Monday, June 17, 2019

The Summer is already seeing triple digits on the thermometer, and the sweltering humidity makes it almost impossible to go outside. This is the reason many in The Villages® community choose to fly north for the Summer. But what if you are a full-time resident and want to make the best of it and beat the heat? Heat strokes are becoming increasingly more common this time of year, especially in Central Florida where the Sun never takes a break.

Learn more...

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