Skip West spent more than 20 years working in the banking markets. He started the West Financial Group in Wildwood, Florida, and is now the main financial advisor for the business.
Here's what I do and what I'm responsible for:
West is the leader of West Financial Group. He is the president, CEO, and top financial advisor. West Financial Group was set up in 2003. It is a small, independent financial planning firm that helps people who are retired or getting close to retirement plan for their long-term finances. The company helps customers plan for their retirement income and taxes, buy life insurance and annuities, and plan for their legacy and estate. The Villages Retirement Community in Sumter County is where West Financial Group is based.
History of Education and Work:
West went to the University of Arkansas and got a Bachelor of Science in engineering in 1972. He has always worked for himself. He fell in love with financial planning and has been helping people with their money for a long time. He has just recently become an expert at helping retired people live the life they want. He also puts books out.
Skills and Experience in the Workplace:
Skip West is great at a wide range of financial planning and advice services, such as planning for retirement, budgeting, taxes, leaving a legacy, and preparing an estate. He also helps people figure out what kind of insurance they need, like life, disability, and long-term care insurance.
Personal service is a key part of his company's business plan. He works with people to make retirement plans that are based on what they want. People can, for example, decide to travel, help other people, work a "retirement job," or just relax. He also helps retirees and people who are about to retire lower their tax bills and leave more money to their families.
He works with customers one-on-one and holds seminars and teleconferences often. Some examples include:
- avoiding the stock market's hazards
- stopping taxes from going up on retirement funds
- How to make sure you'll always have a steady income and get over your fear of the unknown.
- How to run after the ball less and spend more time on the green.
- Is it possible to retire without any debt?
- Women's Retirement Strategies
- How to make sure you don't run out of money.
- Most of the time, seminars are free.
West stays up to date on current events and goes to programs to learn more while living in a retirement community. During the epidemic, for example, he looked into the CARES Act and its upgrades and annuities and told people about them.
How to Be Good and Grow Up:
Skip West was born in Greenville, South Carolina, but he moved to Arkansas at some point. He went to high school at Monticello. His father taught him a saying that has helped him throughout his life. "No matter what, you should always do more for other people than they do for you." At West Financial, he puts this idea into practice by being nice to clients and helping them in person. He knows, for example, how hard it is emotionally to decide what will happen to your property after you die. By making plans ahead of time, he helps his clients get through this hard time.
West also thinks that having a healthy body and mind is a gift with responsibilities. As part of taking care of these responsibilities, he works hard to keep his mind and body fit and sharp through faith and discipline.
Donating to charity and giving back:
He thinks it's important to help the people around you. He wants to help his neighbors learn about money. He also thinks that everyone should have a plan for how they will get money when they retire, and he tries to help them come up with one. He gives free workshops all the time. He and West Financial Group also offer free consultations and information about how to plan for retirement. On the West Financial Group website and on his personal Twitter and Facebook pages, you can find free resources.
Doing well and having success:
Many awards have been given to West & West Financial. One of his clients said that he is "friendly" and "really knows his clients." "He treats me like an individual, takes care of my business, and gives me great advice."
Another couple likes the events he plans because they give them a chance to meet other clients who are interested in the same things they are. They also like that he is kind and takes good care of them. "You don't feel like a number at all when you're with Skip. He is nice and makes you feel comfortable.
Skip West is the best "money man" for another client.
Still, another customer says that he listens carefully to what they need and want. "We thought he was telling the truth and knew what he was doing in every story."
Things I like best and least:
West does everything the way he tells his clients to do when they retire. 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.