(352) 461-0645

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

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...

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.