How We Work: Our goal with each and every client is to help them reach their full-financial potential. Period.
We are authorized users of The Living Balance Sheet, an electronic wealth organizational platform designed to help educate, analyze and plan a personal program that will leverage all aspects of a client's financial situation. As a result, our clients
feel empowered and in control--sometimes for
the first time in their lives--of their current
and future financial world. Here are a couple of short videos on our process. (If YouTube is blocked, click HERE for the personal finance video and click HERE for the business video.
We listen--because understanding what the client
is trying to achieve is of utmost importance. As a result,
we can act as both educator and coodinator, helping them
to visualize and vocalize their needs, not what others think they need.
WFG also acts as facilitator, allowing the client
to experience--perhaps for the first time--coordination,
control and verification of the strategies recommended
or required. By acting as Macro-Managers, we
coordinate the activities of all the other disciplines
(legal, accounting, insurance, and finance)
to ensure that all concerned are all pulling
in the right direction (satisfaction of the
client’s objectives). Here is a video testimonial of LBS users.
We continually inform and update our client.
This is necessary because as time goes on, everything
will change: tax laws, interest
rates, inflation. And
as our client gets older, their objectives will change
All of your personal, financial information is held in the
strictest confidence. The only way that other
people will become privy to your financial information
is if you choose to tell them.
When it comes time to implementing your plan, Westshore Financial Group serves you in two ways.
First, while we are not tied to any one provider
of financial products, we have Strategic Alliances
with some of the finest providers in the industry.
Second, if your model requires assistance
in some of the other disciplines, such as accounting,
legal, property insurance, or mortgage financing,
we also have strong relationships with a number of
experts in each of these areas.
1390 Hope Road, Suite 200 : Maitland, FL 32751 : 407.628-8222 x 18
407.628.2305 : Click For Office Map
Westshore Financial Group, Inc. is a General Agency of The Guardian Life Insurance Company of America, New York, N.Y.
Securities products and services are offered through Park Avenue Securities LLC(PAS) located at 5426 Bay Center Drive, Suite 550, Tampa, FL 33609 (813)-289-3632. PAS is an indirect wholly owned subsidiary of The Guardian Life Insurance Company of America, New York, NY.