Skip West worked in the financial world for over 20 years. He founded the West Financial Group in Wildwood, Florida, and is now the firm's primary financial advisor.
Now, my role and responsibilities are as follows:
West is the president, CEO, and top financial advisor at West Financial Group. In 2003, West Financial Group was founded. It is a small, independent financial planning firm that assists retirees and others approaching retirement with long-term financial planning. The firm assists customers in planning their retirement income and taxes, purchasing life insurance and annuities, and planning their legacy and estate. West Financial Group is headquartered in Sumter County's Villages Retirement Community.
Background in Education and Career:
In 1972, West earned a Bachelor of Science in engineering from the University of Arkansas. He has always run his own business. He discovered his passion for financial planning and has worked as a financial counselor for many years. He has recently become an expert in assisting retired persons in living the life of their desires. He also publishes books.
Workplace Skills and Experience:
Skip West excels at a wide range of financial planning and advisory services, including retirement planning, budgeting, taxes, leaving a legacy, and estate preparation. He also assists clients in determining what type of insurance they require, such as life, disability, and long-term care insurance.
Personal service is a critical component of his company strategy. He works with individuals to develop tailored retirement plans based on their preferences. For example, people can choose to travel, serve others, work a "retirement job," or simply relax. He also assists retirees and those about to retire in lowering their tax expenses during retirement and in what they leave to their heirs.
He works one-on-one with customers and frequently gives seminars and teleconferences. Some examples include:
avoiding the stock market's hazards
keeping taxes on retirement funds from rising
How to ensure a steady income for life and overcome your fear of the unknown.
How to spend less time racing after the ball and more time on the green.
Is it feasible to retire debt-free?
Women's Retirement Strategies
How to avoid running out of money.
Seminars are frequently free.
West, while living in a retirement community, stays up with current events and attends programs to learn more. During the epidemic, for example, he researched the CARES Act and its upgrades and annuities and informed people about them.
Morals and Growing Up:
Skip West was born in Greenville, South Carolina, but eventually relocated to Arkansas. He attended Monticello High School. His father gave him a proverb that has served him well his entire life. "No matter what, always do more for others than they do for you," is the credo. He puts this concept into action at West Financial by being courteous to clients and assisting them in person. For example, he understands how difficult it is emotionally to determine what will happen to your estate after you die. He assists his clients in getting through this difficult moment by planning ahead of time.
West also believes that a healthy body and mind are gifts that come with obligations. He works hard to maintain his mind and body fit and sharp via faith and discipline as part of taking care of these responsibilities.
Giving to Charity and Philanthropy:
He believes it is critical to give back to the community. He is eager to teach people in his neighborhood about money. He also believes that everyone should have a strategy in place for how they will acquire money in retirement and attempts to assist them in developing one. He frequently conducts free workshops. In addition, he and West Financial Group offer free retirement planning information and consultations. You can discover free resources on the West Financial Group website, as well as on his personal Twitter and Facebook sites.
Achievements and successes:
West & West Financial has received numerous honors. According to one client, he is "personable" and "truly knows his clientele"... "He makes me feel unique, looks after my business, and gives me excellent advise."
Another pair like the events he organizes because it allows them to meet other clients who share their interests. They also like how nice he is and how well he looks after them. "When you're with Skip, you don't feel like a number at all. He is pleasant and makes you feel at ease.
Another client's best "finance man" is Skip West.
Still, another customer claims that he pays close attention to what they want and need. "We believed he was truthful and knew what he was doing with each account."
Favorite and least favorite things:
West lives the way he advises his clients to live their retirement years. He enjoys running and golf. He's been married a long time and has children and grandchildren. His grandchildren live in Pt. St. Lucie, Florida. One of his grandkids enjoys golf. Skip and his wife are currently residing in The Villages. West enjoys The Villages and frequently mentions it on social media.
Now, my role and responsibilities are as follows:
West is the president, CEO, and top financial advisor at West Financial Group. In 2003, West Financial Group was founded. It is a small, independent financial planning firm that assists retirees and others approaching retirement with long-term financial planning. The firm assists customers in planning their retirement income and taxes, purchasing life insurance and annuities, and planning their legacy and estate. West Financial Group is headquartered in Sumter County's Villages Retirement Community.
Background in Education and Career:
In 1972, West earned a Bachelor of Science in engineering from the University of Arkansas. He has always run his own business. He discovered his passion for financial planning and has worked as a financial counselor for many years. He has recently become an expert in assisting retired persons in living the life of their desires. He also publishes books.
Workplace Skills and Experience:
Skip West excels at a wide range of financial planning and advisory services, including retirement planning, budgeting, taxes, leaving a legacy, and estate preparation. He also assists clients in determining what type of insurance they require, such as life, disability, and long-term care insurance.
Personal service is a critical component of his company strategy. He works with individuals to develop tailored retirement plans based on their preferences. For example, people can choose to travel, serve others, work a "retirement job," or simply relax. He also assists retirees and those about to retire in lowering their tax expenses during retirement and in what they leave to their heirs.
He works one-on-one with customers and frequently gives seminars and teleconferences. Some examples include:
avoiding the stock market's hazards
keeping taxes on retirement funds from rising
How to ensure a steady income for life and overcome your fear of the unknown.
How to spend less time racing after the ball and more time on the green.
Is it feasible to retire debt-free?
Women's Retirement Strategies
How to avoid running out of money.
Seminars are frequently free.
West, while living in a retirement community, stays up with current events and attends programs to learn more. During the epidemic, for example, he researched the CARES Act and its upgrades and annuities and informed people about them.
Morals and Growing Up:
Skip West was born in Greenville, South Carolina, but eventually relocated to Arkansas. He attended Monticello High School. His father gave him a proverb that has served him well his entire life. "No matter what, always do more for others than they do for you," is the credo. He puts this concept into action at West Financial by being courteous to clients and assisting them in person. For example, he understands how difficult it is emotionally to determine what will happen to your estate after you die. He assists his clients in getting through this difficult moment by planning ahead of time.
West also believes that a healthy body and mind are gifts that come with obligations. He works hard to maintain his mind and body fit and sharp via faith and discipline as part of taking care of these responsibilities.
Giving to Charity and Philanthropy:
He believes it is critical to give back to the community. He is eager to teach people in his neighborhood about money. He also believes that everyone should have a strategy in place for how they will acquire money in retirement and attempts to assist them in developing one. He frequently conducts free workshops. In addition, he and West Financial Group offer free retirement planning information and consultations. You can discover free resources on the West Financial Group website, as well as on his personal Twitter and Facebook sites.
Achievements and successes:
West & West Financial has received numerous honors. According to one client, he is "personable" and "truly knows his clientele"... "He makes me feel unique, looks after my business, and gives me excellent advise."
Another pair like the events he organizes because it allows them to meet other clients who share their interests. They also like how nice he is and how well he looks after them. "When you're with Skip, you don't feel like a number at all. He is pleasant and makes you feel at ease.
Another client's best "finance man" is Skip West.
Still, another customer claims that he pays close attention to what they want and need. "We believed he was truthful and knew what he was doing with each account."
Favorite and least favorite things:
West lives the way he advises his clients to live their retirement years. He enjoys running and golf. He's been married a long time and has children and grandchildren. His grandchildren live in Pt. St. Lucie, Florida. One of his grandkids enjoys golf. Skip and his wife are currently residing in The Villages. West enjoys The Villages and frequently mentions it on social media.