Helping families build great financial habits
No sales gimmicks, not hot investments - just sound habits that have built financial success over time.
Westshore Financial Group is the premier comprehensive financial planning firm in central Florida. We focus on long-term relationships with "clients", instead of transactional sales with "customers". We generally have a 4-5 meeting initial planning engagement with our clients, not a 1-2 meeting sales pitch. We discuss concepts and areas of your plan where we don't offer products because it is the right thing to do. We want to make sure your entire financial picture is as good as it can possibly be. We even use a tool, called The Living Balance Sheet®, that helps you see your entire financial picture through a wide-angle lens. We provide life insurance and disability insurance protection through highly rated carriers such as Guardian Life Insurance Company, but we have the ability to offer coverage through multiple carriers to provide the appropriate fit for you. We provide a full range of investment services including wealth management, mutual funds and ETF's, and annuity and long-term care products. Our work focuses in three main areas. We help young families protect their future and grow their wealth. We help those approaching retirement to structure their assets to maximize their retirement income. We help business owners build a comprehensive plan that allows them to maximize the value of their business and translate that into personal wealth for them and their families. With offices in Tampa Bay, St. Petersburg, Sarasota, Orlando and West Palm Beach areas, we always have a location near you. We look forward to seeing how we can help you build financial success!