West Shore Financial Group

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West Shore Financial Group
940 Centre Circle, # 1018,
Altamonte Springs, FL 32714
Phone:407-869-4199
Fax:407-869-9837

Our mission is to work with you to co-create financial strategies that will maximize your financial potential. We educate and coach in the areas of protection, accumulation, and distribution of financial resources--to enable you to make appropriate decisions for the well-being of your family and business.

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