Arthur “Skip” West is president, CEO, and chief financial advisor at West Financial Group. A graduate of the University of Florida, Skip has over 20 years of experience in the financial services industry. He is a Certified Financial Planner™ practitioner and a Chartered Retirement Planning Counselor.
West Financial Group was founded in 2003 as a boutique-sized independent financial planning firm specializing in helping retirees and pre-retirees develop long-term financial strategies. The firm offers 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 is the founder and CEO of West Financial Group, a boutique-sized independent financial planning firm located in the Villages Retirement Community in Sumter County, Florida. With over 20 years of experience in the financial field, West is a skilled financial advisor specializing in helping retirees and pre-retirees develop long-term financial strategies.
West graduated from the University of Arkansas with a bachelor’s degree in engineering and has owned his own business for his entire career. He discovered his passion for financial planning and has been a financial advisor for several decades, focusing on helping retirees achieve their retirement dreams.
West Financial Group provides various financial planning and advisory services, including retirement, budgeting, taxes, legacy, and estate planning. He also helps clients determine their insurance needs, including life insurance, disability insurance, and long-term care insurance. West believes in providing personalized service to his clients and works with them to develop individual programs based on their desired retirement lifestyle.
West is also a well-known author and frequently gives seminars and teleconferences on topics such as protecting oneself from stock market risk, protecting retirement from increased taxation, how to have a guaranteed income for life, and more. He is passionate about improving financial literacy within his community and strives to help everyone develop a retirement income plan.
Skip West’s success can be attributed to his core values of empathy, personal support, and giving back to the community. He lives by his father’s mantra: “Always do more for others than they do for you, no matter what it takes.” West also believes that having a sound mind and body is a gift that comes with responsibility and strives to keep his mind and body fit and sharp through faith and discipline.
West lives the retirement lifestyle he promotes for his clients in his free time. He is an avid runner and golfer and enjoys spending time with his family, including his children and grandchildren, who live in Florida. West is a big fan of the Villages Retirement Community and often promotes it on his social media.
West has received several accolades from his clients, who praise his personable nature, knowledge, and personal service. He listens to his clients’ needs and desires and watches over each account sincerely.
West is a successful financial advisor and author passionate about helping retirees achieve their dreams. He is a valuable asset to the financial field and his community.