Westshore Financial Group - Altamonte Springs, FL

Westshore Financial Group
940 Centre Circle
Suite #1018
Altamonte Springs, FL 32714
407.869.4199
Fax: 407.869.9837

Our Services:
Personal Financial Economics
Wealth Building Strategies
Wealth Distribution Planning
Cost Recovery Strategies
Tax Recapture Strategies
Retirement Planning
Investment Services**
Disability Income Insurance*
Life Insurance & Annuities
Employee Benefit Plans

Our Financial Menu: Estate Planning Instruments, Life, Health, Disability, Long-Term Care, Group Insurance, Annuities, Mutual Funds, Stocks, Bonds, Unit Investment Trusts, Company Designed Employee Benefit Programs, Executive Benefits Plan, Deferred Compensation Plans, 412(i)'s, 401(k)'s, IRA's, Defined Benefits, Keogh's, and Simple IRA's

Our Goal: You will have a full understanding of why we recommend certain strategies. Our commitment is to guide clients through a discovery process of how financial products work so that you may better understand how each financial component integrates with another. Understanding how these components function will make the learning and planning process more enjoyable as you see your personal model unfold.