West Financial Group

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West Financial Group Whether Retirement Is Years Away or Already Here, We Can Help You Build and Protect Your Financial Future. We now offer Full Service Brokerage options.

Call today! Since our founding in 2000 our mission at West Financial Group has been to guide our valued clients to financial security. We strive to address all of your concerns, ensure you understand the products we recommend and take pride in knowing you’re comfortable with the direction and strategy we provide you. Our goal is to provide a “WOW” experience at every client interaction! We want every meeting, phone call and event to be an interaction worth talking about. We want our clients to be able to say, “WOW, what an experience! I can't wait to tell my friends about our financial professional.”

Whether it’s financial, retirement, legacy planning or optimizing your future wealth, our approach includes understanding your unique situation, exploring your goals and discovering the best way to make the rest of your life, the best of your life. By getting to know you and your family, we serve as financial guides who keep your best interests in mind throughout the entire process. West Financial Group is an independent full-service financial brokerage firm, here to help you with your current and your retirement goals. Our process includes working closely with you, helping you get what you want out of life, and flexibly selecting the best strategy to fit your needs now and in your retirement.

FREE RETIREMENT & FINANCIAL SEMINARTuesday, November 3, 2026Join us for an informative evening of retirement and financi...
10/26/2026

FREE RETIREMENT & FINANCIAL SEMINAR

Tuesday, November 3, 2026

Join us for an informative evening of retirement and financial education, followed by a delicious COMPLIMENTARY THREE-COURSE DINNER!

📍 Location:
Belle Glade Country Club
446 Moyer Loop
The Villages, FL
🕓 Time: 4:00 PM
Please arrive by 3:30 PM.
Seminar begins promptly at 4:00 PM.

🍽️ DINNER IS ON US!
Enjoy your choice of tender twin filets or delicious salmon, accompanied by a fresh salad and dessert.

Coffee, tea, and water will also be provided.

Come with questions. Leave with knowledge. And enjoy a wonderful dinner on us!
Reservations are required.

SEATING IS LIMITED, CALL TODAY!
📞 (352) 461-0645
Or go online to:
WestFinancialVillages.com
Please call with any questions.

10/25/2026

💛 WILL YOUR RETIREMENT INCOME LAST AS LONG AS YOU DO?

You've worked hard your entire life to build your retirement savings. Now, shouldn't your money work just as hard for you?

One of the biggest concerns retirees face is outliving their income.

In this short video, Arthur West explains why having a dependable source of lifetime income can be an important part of your retirement strategy.

At West Financial Group, we believe retirement should be about enjoying the life you've worked so hard to build — not constantly worrying about your next paycheck.

Let's explore options designed around YOUR goals, YOUR needs, and YOUR retirement.

📞 (352) 461-0645
🌐 WestFinancialVillages.com
📱 CLICK FOLLOW, for retirement strategies, market updates and financial education.

*Lifetime income guarantees, where applicable, depend on contract terms and the issuing insurance company's claims-paying ability.

10/24/2026

🎥 Join us for Episode 15 as we tackle another common retirement investment myth!

💥 **MYTHBUSTERS – EPISODE 15!**

**Are annuities really only for conservative investors?**

You might be surprised by the answer!

Not all annuities are created equal, and not every retirement strategy should look the same.

Different types of annuities offer different features, benefits, and risks. What matters most is finding options that align with **YOUR financial goals and retirement needs.**

At **West Financial Group**, we believe in helping you understand your choices so you can make informed decisions about your financial future.

🎥 Join us for Episode 15 as we tackle another common retirement investment myth!

📞 (352) 461-0645
🌐 WestFinancialVillages.com
📱 CLICK FOLLOW, for retirement strategies, market updates and financial education.

**Your Goals. Your Needs. Your Retirement.**

10/23/2026

💰 RMDs: HOW MUCH ARE YOU REQUIRED TO WITHDRAW?

You've spent a lifetime saving for retirement. But when it's time to begin taking Required Minimum Distributions (RMDs), do you know how much you're actually required to withdraw?

Your RMD is determined by IRS rules, and taking the wrong amount could have costly consequences.

But here's something else worth considering:

Just because you're required to withdraw money doesn't mean you're required to spend it!

There may be options for how you use those distributions while keeping your overall retirement goals in mind.

At West Financial Group, we help you understand your RMD requirements and explore strategies for making the most of your retirement savings.

🎥 Watch our short video to learn more!

📞 (352) 461-0645
🌐 WestFinancialVillages.com
📱 CLICK FOLLOW, for retirement strategies, market updates and financial education.

Your Goals. Your Needs. Your Retirement.

For educational purposes only. Individual tax circumstances vary. Consult your tax professional regarding RMD requirements.

10/22/2026

"I Want To Make Money and I Don’t Want To Lose Money”

Enjoy a complimentary dinner by attending one of our educational retirement seminars.

Located at the Belle Glade Country Club in The Villages.
· Never Lose Your Money
· How to make up to 10%
· Lifetime Income for your surviving spouse
· How to protect your 401(k)/IRA
· Healthcare Affordability
· Protect what you’ve worked a lifetime to build

Reserve your seat today.

📞 (352) 461-0645
🌐 WestFinancialVillages.com
📱 CLICK FOLLOW, for retirement strategies, market updates and financial education.

https://www.facebook.com/share/v/1HdsgKdaR8/

🌟 ARE YOU SURE YOU’RE RETIREMENT READY?You've worked hard, saved diligently, and looked forward to the day you can final...
10/21/2026

🌟 ARE YOU SURE YOU’RE RETIREMENT READY?

You've worked hard, saved diligently, and looked forward to the day you can finally enjoy retirement. But have you considered the risks that could impact your financial future?

Retirement planning isn't just about how much money you've saved. It's about making sure your money is prepared for whatever life brings.

From living longer than expected to market fluctuations, rising healthcare costs, and unexpected family needs, even the best-laid retirement plans can face challenges.

The good news? You don't have to navigate these uncertainties alone.

At West Financial Group, we believe retirement should be about enjoying the life you've worked so hard to build — not worrying about what might happen next.

Let us help you evaluate your retirement strategy, identify potential risks, and explore options designed around your individual needs and goals.

✅ Schedule your complimentary consultation or second opinion today!

Your Goals. Your Needs. Your Retirement.

📞 (352) 461-0645
🌐 WestFinancialVillages.com

📱 CLICK FOLLOW, for retirement strategies, market updates and financial education.

📊 INVESTMENT MYTH #4: More Funds Mean More DiversificationIf owning two investment funds is good, wouldn't owning 10 be...
10/21/2026

📊 INVESTMENT MYTH #4: More Funds Mean More Diversification

If owning two investment funds is good, wouldn't owning 10 be even better?

Not necessarily!

Many investment funds hold the same companies. You could own 10 or even 15 different funds and still have much of your money invested in the same areas of the market.

True diversification isn't about how many funds you own. It's about what you actually own within those funds.

Could your retirement portfolio have more overlap than you realize?

At West Financial Group, we're here to help you understand your investments and determine whether they align with your retirement goals.

📞 (352) 461-0645
Schedule your complimentary consultation or second opinion today!
📱 CLICK FOLLOW, for retirement strategies, market updates and financial education.

Investment myth discussion based on Clark.com. For educational purposes only. Diversification does not guarantee a profit or protect against loss.

💛 ANNUITIES AREN'T WHAT THEY USED TO BE!Still thinking about annuities the way they were years ago? You might be surpris...
10/20/2026

💛 ANNUITIES AREN'T WHAT THEY USED TO BE!

Still thinking about annuities the way they were years ago? You might be surprised at how much has changed!

Today's annuities offer a variety of features and options that may help address some of retirement's biggest concerns:

✅ Creating retirement income you can't outlive
✅ Managing exposure to market downturns
✅ Planning for your spouse's financial future
✅ Making the most of your retirement savings

The important question isn't whether annuities are right for everyone — it's whether one might be right for YOU.

At West Financial Group, we believe in helping you understand your options so you can make informed decisions about your financial future.

Have questions? Already own an annuity and want a second opinion?

Let's talk! Our consultations are always complimentary.

📞 352-461-0645
🌐 WestFinancialVillages.com

FREE RETIREMENT & FINANCIAL SEMINARTuesday, November 3, 2026Join us for an informative evening of retirement and financi...
10/19/2026

FREE RETIREMENT & FINANCIAL SEMINAR

Tuesday, November 3, 2026

Join us for an informative evening of retirement and financial education, followed by a delicious COMPLIMENTARY THREE-COURSE DINNER!

📍 Location:
Belle Glade Country Club
446 Moyer Loop
The Villages, FL

🕓 Time:
Please arrive by 3:30 PM.
Seminar begins promptly at 4:00 PM.

🍽️ DINNER IS ON US!

Enjoy your choice of tender twin filets or delicious salmon, accompanied by a fresh salad and dessert.

Coffee, tea, and water will also be provided.

Come with questions. Leave with knowledge. And enjoy a wonderful dinner on us!

Reservations are required.
SEATING IS LIMITED, CALL TODAY!

📞 (352) 461-0645

Or go online to:
WestFinancialVillages.com

Please call with any questions.

10/18/2026

💰 SOCIAL SECURITY: TIMES HAVE CHANGED. HAS YOUR RETIREMENT PLAN?

Did you know that when Social Security was introduced, there were far more workers contributing to the system for every person receiving benefits?

Today, we're living longer, spending more years in retirement, and facing a very different financial landscape.

🎥 Jesse Brownfield of West Financial Group explains why these changes matter and why having a plan for reliable retirement income is more important than ever.

Will Social Security be enough to support the retirement you've worked so hard for?

At West Financial Group, we help you explore your options and develop strategies designed around your individual needs.

Schedule your complimentary consultation today!

📞 352-461-0645
🌐 WestFinancialVillages.com

📱 CLICK FOLLOW, for retirement strategies, market updates and financial education.

Address

4713 East State Road 44
Wildwood, FL
34785

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 1pm

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