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.