Retirement Solutions on YOUR own terms
Your golden years should be stress-free, not worrying about finances. That’s why West Financial Group has been helping retirees and pre-retirees develop strategies tailored to their specific financial needs and goals for over 20 years.
We’re proud to have the opportunity to serve you as you go into some of the best years of your life - if you are well prepared.
Let us make Retirement simple for you.
West Financial Group is an independent Financial Planning firm in The Villages, FL. We are here to help you reach and maintain your retirement income and lifestyle goals. Let us guide you in making the best financial decisions for your golden years, and for your family and children for decades to come.
Meet Our Team
Our Financial Experts
We have been helping Retirees and Pre-Retirees in The Villages, FL develops strategies tailored to their specific financial needs and goals for over 20 years.
President, & Chief Financial Advisor
Skip West, our President & CEO, has been in the financial industry for the most of his professional career, and has found it to be his true life passion.
His father was extremely influential in teaching him the values that have led to his success. Growing up, Skip’s father taught him an important mantra for which he lives by until today:
“Always do more for others than they do for you, no matter what it takes.”
VP & Director of Operations
Diana Lafaro has over 20 years of experience in the financial, management, & healthcare industries. Her diverse background helps her relate to each client's individual needs.
She takes pride in her work, and is committed to building rapport and trust with each Client. Diana is always looking for a new challenge.
She describes herself as very ambitious, and is always looking to learn and grow, both personally and professionally.
Director of Client Services
Throughout her whole life, Pat Regent has been involved in serving others and continues to expand those skills every day. Pat spent most of her career with Dior and Chanel. Pat is a powerful source in the workplace and uses her positive attitude and tireless energy to encourage others.
Pat loves to read, and the beach. She is inspired daily by her family and loves spending time with her grandchildren.
Here's what our Clients have to say:
Penny & Dan
Skip West is personable, stays in touch and always follows up with me. Skip knows his clients, and we've never felt like a first-time customer. Skip makes me feel special, takes care of my business and gives me excellent advice.
Joan & John
Skip makes you feel really important at every visit. He also invites us to events to socialize with other clients and we've made friends that way. You definitely don't feel like "a number" with Skip. He's very personable and makes you feel at ease.
Joan & Bob
Skip listens to your ideas and questions. We found him to be sincere and knowledgeable in how he watches over each account. He comments on your ideas and guides you. We went to other advisors but found no real personal attention.
West Financial Blog
Everything you need to know about post-Retirement finances.
- West Financial
- Comments Off on Legacy Planning: What To Avoid
Legacy Planning: What To Avoid
What to Avoid When Creating Your Legacy Plan Ensure your…Read more
- West Financial
- Comments Off on Retirement Income Planning – Why It Is Essential
Retirement Income Planning – Why It Is Essential
Why a Retirement Plan is Essential Ensure you live your…Read more
- West Financial
- Comments Off on Retirement Finances: What Type Of Retiree Are You?
Retirement Finances: What Type Of Retiree Are You?
What Type of Retiree Are You? Create a Retirement Financial…Read more