Retirement Planning for The Villages Community
Arthur West and the West Financial Group team have helped thousands of families in The Villages protect their savings and build income they can count on.
We Don't Just Serve The Villages — We Work Here
Our office sits on State Road 44 in Wildwood, and our free retirement seminars are held right here in The Villages at Belle Glade Country Club and Palmer Legends Country Club.
For over 20 years, the leadership at West Financial Group has focused on one thing: helping retirees protect what they've built and turn it into reliable income — without gambling money they can't afford to lose.
Serving every corner of The Villages, including:
Retirement Planning Services for The Villages Retirees
Every recommendation starts with your goals — not a product.
Retirement Income Planning
A clear strategy for turning savings into reliable monthly income.
Learn MoreAnnuity Review & Second Opinions
Already own an annuity? We'll review it and tell you honestly whether it still fits.
Learn MoreSocial Security Timing
Understanding your claiming options and how timing affects your income.
Learn MoreSurviving Spouse Income Planning
Make sure your spouse keeps receiving income if something happens to you.
Learn MoreFixed Index Annuities
Growth potential tied to a market index, with your principal protected.*
Learn MoreWhy Villagers Choose West Financial
Free retirement seminars at Belle Glade Country Club and Palmer Legends Country Club. See upcoming dates →
Our office is minutes away in Wildwood, so you sit down with the same people who build your plan — not a call center.
Fixed and fixed index annuities keep your principal shielded from market downturns.
On our fixed and fixed index annuity products, compensation comes directly from the insurance company — not from you.
“We have been clients of West Financial Group for almost 5 years. We have found great comfort in always being able to deal directly with President/CEO Arthur West. … He takes his clients’ financial issues seriously as if they were his own, he is a very kind and warm individual and his staff model him.”
The Villages Retirement Planning FAQ
Where are your seminars held?
Our free retirement seminars are held in The Villages at Belle Glade Country Club (446 Moyer Loop) and Palmer Legends Country Club (1635 Palmar Way). Dates change through the year — check our Events page for the current schedule.
Where is your office?
Our office is at 4713 East State Road 44, Suite 300, Wildwood, FL, a short drive from anywhere in The Villages. Call (352) 461-0645 to set up a time.
Is there a cost to meet with you?
No. Your first consultation is free and there's no obligation. On fixed and fixed index annuities, we're compensated by the insurance company — not by you.
I already have an annuity. Can you review it?
Yes. We'll review your existing annuity or retirement plan and give you a straight answer — including when the best move is to leave things alone.
When should I claim Social Security?
You can claim as early as 62, and your monthly benefit grows for each year you wait, up to age 70. The right age depends on your health, your other income, and your spouse's benefits — we'll walk through the numbers with you before you decide.
Let's Talk About Your Retirement in The Villages
Join us at an upcoming seminar at Belle Glade or Palmer Legends, or schedule a free, no-obligation consultation at our Wildwood office.
*Applies to fixed and fixed index annuity products only. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Not all products or strategies are suitable for every individual — a licensed professional can help determine what's appropriate for your situation.
