Location The Villages, Florida, United States Regions East Coast, Southern US Gender Male Also Known As Arthur West
Website skip-west.com/ Facebook View on Facebook LinkedIn View on LinkedIn X (Twitter) View on X
Skip West has over two decades of experience in the financial industry. He is the founder and lead financial advisor at West Financial Group, a boutique-sized independent firm based in The Villages Retirement Community in Wildwood, FL. Founded in 2003, this firm specializes in helping retirees and pre-retirees develop long-term financial
strategies.
Skip holds a bachelor's degree in engineering from the University of Arkansas, acquired 1972. In addition to founding his own business and becoming a highly regarded financial expert, he is also an author. West Financial Group provides clients with retirement income planning, retirement tax strategies, life insurance and annuities services, as well as legacy and estate planning.
West focuses on providing personalized services to his clients so that they can live their dream retirement lifestyle - whether it’s traveling, volunteering or simply relaxing. He covers all aspects of financial planning including budgeting, taxes, estate planning and risk management. The firm even offers seminars and teleconferences free of charge to provide more information on topics such as protection from stock market risks and dealing with fear of uncertainty.
Having grown up with the mantra "Always do more for others than they do for you," Skip makes sure to put empathy first when helping clients navigate their plans for after-life estate management which has been known to be an emotionally taxing time period for many people. He also maintains an active life by attending regular continuing education events and keeping himself informed about current events like CARES Act updates as well as annuities during the pandemic.
Originally from Greenville, South Carolina before moving to Monticello High School in Arkansas and ultimately settling down at The Villages Retirement Community near Wildwood, FL., Skip West continues to push his success forward through hard work and faith while encouraging others around him to do the same; dedicating himself physically fit through discipline yet never neglecting mental health either.
