Skip West is a highly experienced financial advisor working for over two decades in the industry. He is the founder and primary financial advisor at West Financial Group in Wildwood, FL, where he currently holds the positions of President, CEO, and Chief Financial Advisor. West Financial Group is an independent financial planning firm helping retirees and pre-retirees develop long-term financial strategies.
Skip graduated from the University of Arkansas with a bachelor’s degree in engineering in 1972. Despite his background in engineering, he discovered that financial planning is his passion and has been a financial advisor for several decades. His expertise spans various financial planning and advisory services, including retirement, budgeting, taxes, legacy, and estate planning. He also assists clients in determining their insurance needs, including life insurance, disability insurance, and long-term care insurance.
One of the unique aspects of Skip’s business plan is providing personalized service to his clients. He works with them to develop individual programs based on their desired retirement lifestyle, whether they want to travel, volunteer, work a “retirement job,” or relax. In addition, he helps retirees or soon-to-be retirees mitigate tax liabilities during their retirement and in what they leave to their heirs.
Skip also frequently gives seminars and teleconferences on various financial topics, including protecting oneself from stock market risk, having a guaranteed income for life and retirement strategies for women. These seminars are often free, and he aims to educate as many people as possible on financial planning and management.
Despite living in a retirement community, Skip continues to attend continuing education events and keep abreast of current events, including the recent CARES Act updates and annuities during the pandemic.
Skip’s success in his career can be attributed in part to the values he learned from his father growing up. He was taught to “always do more for others than they do for you, no matter what it takes.” He embodies this mantra through his empathy and personal support of clients during difficult times, such as when planning their estate. He also values having a sound mind and body and strives to keep fit and sharp through faith and discipline.
In conclusion, Skip West is an accomplished financial advisor dedicated to helping retirees and pre-retirees develop long-term financial strategies. His personalized service, expertise, and commitment to his client’s well-being set him apart in the industry.