Skip West
President, and Head of Finances
Skip West is a seasoned financial advisor working in the industry for over 20 years. He is the founder, president, CEO, and chief financial advisor of the West Financial Group in Wildwood, FL. Since its establishment in 2003, the boutique-sized independent financial planning firm has offered tailored financial solutions to retirees and pre-retirees. The firm specializes in developing long-term financial strategies, retirement income planning, retirement tax strategies, life insurance and annuities, and legacy and estate planning. West Financial Group is located in The Villages Retirement Community in Sumter County.
West graduated from the University of Arkansas with a bachelor's degree in engineering in 1972. He has always been an entrepreneur, but his passion for financial planning led him to become a financial advisor several decades ago. Over the years, he has developed a specialty in helping retirees achieve their desired retirement lifestyle. In addition to being a financial advisor, he is also an author.
West's professional skills and experience extend to a broad spectrum of financial planning and advisory services, including retirement, budgeting, taxes, legacy, and estate planning. He also assists clients in determining their insurance needs, such as life insurance, disability insurance, and long-term care insurance.
One of the crucial aspects of West's business plan is providing personalized service to his clients. He works with them to develop customized programs that align with their retirement lifestyle goals. Whether they want to travel, volunteer, work a "retirement job," or relax, West assists them in achieving their goals. Additionally, he helps retirees or soon-to-be retirees mitigate tax liabilities during their retirement and what they leave to their heirs.
West is an avid educator and frequently holds seminars and teleconferences to share his knowledge and expertise. His topics often include protecting oneself from stock market risk, protecting retirement from increased taxation, how to have a guaranteed income for life, conquering the fear of uncertainty, how to spend more time on the green and less time chasing it, debt-free retirement possibilities, retirement strategies for women, and how not to outlive the money. These seminars are often free.
Although West lives in a retirement community, he continues attending continuing education events and staying current with current events. For example, during the pandemic, he studied and offered resources on the CARES Act and its updates and annuities. West's dedication to ongoing learning ensures that his clients receive up-to-date and informed advice on their financial planning needs.
West graduated from the University of Arkansas with a bachelor's degree in engineering in 1972. He has always been an entrepreneur, but his passion for financial planning led him to become a financial advisor several decades ago. Over the years, he has developed a specialty in helping retirees achieve their desired retirement lifestyle. In addition to being a financial advisor, he is also an author.
West's professional skills and experience extend to a broad spectrum of financial planning and advisory services, including retirement, budgeting, taxes, legacy, and estate planning. He also assists clients in determining their insurance needs, such as life insurance, disability insurance, and long-term care insurance.
One of the crucial aspects of West's business plan is providing personalized service to his clients. He works with them to develop customized programs that align with their retirement lifestyle goals. Whether they want to travel, volunteer, work a "retirement job," or relax, West assists them in achieving their goals. Additionally, he helps retirees or soon-to-be retirees mitigate tax liabilities during their retirement and what they leave to their heirs.
West is an avid educator and frequently holds seminars and teleconferences to share his knowledge and expertise. His topics often include protecting oneself from stock market risk, protecting retirement from increased taxation, how to have a guaranteed income for life, conquering the fear of uncertainty, how to spend more time on the green and less time chasing it, debt-free retirement possibilities, retirement strategies for women, and how not to outlive the money. These seminars are often free.
Although West lives in a retirement community, he continues attending continuing education events and staying current with current events. For example, during the pandemic, he studied and offered resources on the CARES Act and its updates and annuities. West's dedication to ongoing learning ensures that his clients receive up-to-date and informed advice on their financial planning needs.