Plan Today,
Enjoy a
Stress-Free Tomorrow
Our commitment is to offer you a clear and transparent roadmap for your retirement finances, guided by genuine annuity solutions.
I want to make money,
I don’t want to lose money
Built on trust. Driven by your results.
Financial Protection
Our plans are meticulously crafted to provide you with reliable fixed annuities, fixed index annuities, and life insurance to protect your assets against the risks of market volatility. Our experienced professionals will help you make an informed decision about the best financial products for your retirement needs.
Your Best Interest
We take a personal interest in your retirement planning when you work with us because we want to ensure that you are well looked after. We will work with you to determine the best steps for optimizing your savings, and provide personalized advice and support along your journey.
Personal Support
Our goal is to ensure that you have the best experience possible when working with our firm. We recognize the significance of your retirement finances and are committed to ensuring that every interaction you have with us exceeds your expectations.
For a Positive Experience
For over 20 years, the leadership at West Financial Group has been providing tailored financial solutions with the utmost integrity. We believe in not only providing sound advice but also developing lasting relationships with our clients. We are committed to helping you reach your retirement goals and giving you peace of mind knowing that your future is secure.
Safeguard your wealth with a customized plan
Fixed Annuities
A guaranteed rate of return, providing stability and security for your retirement years.
Learn MoreFixed Index Annuities
All the benefits of a Fixed Annuity, plus an additional opportunity for potential interest earnings. Benefit from the upside without any downside risk. Safeguards your principal against market fluctuations.
Learn MoreLife Insurance
The best method to transfer wealth, hands down. A tax-free safety net providing financial security for your loved ones in the event of your untimely passing.
Learn MoreThere are more bad annuities out there than good ones. Finding the right annuity secures your retirement and the future of those you love the most.
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People of The Villages Speak Volumes About
Our Commitment to Excellence
Amazing service! Skip West takes his time with you. He gets to know you personally and what all your needs are. He is very knowledgeable. He doesn't just try to get all your finances into his portfolio like a lot of financial advisors do. We have one investment that he felt was great and told us not to touch it! Most other advisers want 100% even if it isn't in the client's best interest. Highly Recommend Skip and his firm.
Bob EtingoffWe just saw Skip's office while at another business next door and stopped in to talk about investing money from the sale of our house. We were so impressed with him and his great personality and felt immediately comfortable with him. He and his office staff are never too busy to talk to you or answer any questions. We have been recommending him to everyone we talk to.
Felicia CataldoGreat service from Skip and all of his staff. Takes the time to assess your financial needs and makes sure that you have a clear understanding of all products. Would highly recommend his firm!
Greg Doin
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At West Financial Group you make the wise decision to put yourself and your loved ones in a financially safe place now and into the future. We’re here with you every step of the way!