How We Work: Our goal with each and every client is to help them reach their full-financial potential. Period.
Using The Living Balance Sheet as our platform, we educate, analyze and plan
a personal program that will leverage all aspects
of a client's financial situation. We also provide an integrated approach
to maximizing their financial potential. 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.
FEE, NO CONTRACT
WFG is performance
based, not fee based, which is to your financial
advantage. You have the right to see the results
of our process
and make comparisons without obligation.
WFG only receive
compensation if you are satisfied and have implemented
all or part of the recommendations. We are licensed
and/or registered to offer various financial
products and can only be compensated by a financial
institution based upon the financial product
you need to implement your desired plan. Since
there is no obligation, you may even select
a financial product through any other provider. Below are a few videos showing the strength of Guardian.
As financial specialists, we understand that this process may uncover potentially devastating problems that need to be fixed. We will cease to work with people who are not commited to making the time necessary for the process and to fix the problems. We will care more about your financial future than anyone who does not share your last name--but only if you care as well. We retain the right to cease business relations with a client who continually cancels meetings or fails to take agreed upon steps necessary to improve their plan.
Below are a few "fun" financial videos to look at.
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.
The information on this site is intended for the residents of Florida. The associates of Westshore Financial Group, Inc. are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Debbie Jones, Office Manager, at 407.869.4199.
This internet site may provide links to other sites for your convenience in locating related information and services. This Agency and The Guardian Life Insurance Company of America (Guardian) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. This Agency and Guardian cannot make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this Internet site or incorporated herein, and take no responsibility therefore.
This Agency and Guardian do not recommend or endorse these organizations or their products or services in any way.