Financial Planning & Financial Consultant

Financial Planning | West Financial Group | The Villages, FL

Financial planning for retirement can be a complicated, intricate process. With so many important decisions to make and so many options available for meeting your needs, it’s important that you have a resource you can count on to guide you step by step along the way.

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 planner.”

At West Financial Group, our financial consultants take the time to analyze your unique financial situation and understand your risk tolerance before developing strategies that can lead you to the retirement you’ve spent a lifetime working to build. Because we’re not tied to one particular company or product, we offer an array of solutions for addressing your financial concerns and achieving the goals you’ve set for yourself and your family. We are committed to sharing our financial expertise and educating you on the products in your portfolio, how they work and why they are a fit for your needs.

Whether you’re in the initial stages of planning or are already retired, West Financial Group can help you make your retirement funds last. From comprehensive money management solutions to life insurance and annuities, we have the knowledge and experience you can rely on to feel prepared and protected. We will always keep your best interests at heart and put you in control of your financial destiny.

Call Skip at West Financial Services at (352) 461-0645 or visit our CONTACT page and reach out to us with our handy web form for more information on financial planning services.

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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Is early retirement really possible?

Monday, April 16, 2018

After many years of hard work, retirement is something many look forward to. Most see their retirement beginning in their 60's, but it is very possible to retire earlier than that!  In some cases, you may be left with no choice but to retire, or you work that little extra, and it adds up in the end to your favor. Whatever the case may be, early retirement is more feasible than you'd think. Here you will find the top tips on reaching your retirement mark sooner than later!

The incentive to retire early is great, from spending quality time with the ones you care about most, to chasing dreams you never had the time for. It can open up a whole new world, and if you like to travel that can be very literal! Another big plus to early retirement is being able to take care of yourself and make sure you're in great health. The best part of all is that during this entire process, you've been through the struggle of saving and budgeting that it will now come naturally to you and will no longer feel like a terrible chore.

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Seeking 1000 Sponsors for a Chance to Win a New Golf Cart!

Thursday, April 12, 2018

For more information, please visit www.RCOTVF.org/golfcart

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