Westshore Financial Group

About Us

A Premier Destination for Financial Success
Westshore Financial Group is a 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.

Our work focuses in three main areas:
1. We help young families protect their future and grow their wealth.
2. We help those approaching retirement to structure their assets to build their retirement income.
3. We help business owners build a comprehensive plan that allows them to grow the value of their business and translate that into personal wealth for them and their families.

Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 4200 W CYPRESS STREET, SUITE 700, TAMPA FL, 33607, 813-2893632. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company
of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Westshore Financial Group Inc is not an affiliate or subsidiary of PAS or Guardian. 8694284.1 exp. 01/28