Westshore Financial Group

Westshore Financial Group is the premier comprehensive financial planning firm in central Florida. What sets us apart? This list is long, but here are a few examples: 1. We focus on long-term relationships with "clients", instead of transactional sales with "customers". 2. We generally have a 4-5 meeting initial planning engagement with our clients, not a 1-2 meeting sales pitch. 3. 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 use a propriety analysis tool, called The Living Balance Sheet®, that helps you see your entire financial picture through a wide-angle lens.