Welcome to West Coast Financial Group, Inc.

16241 N. Florida Ave.

Lutz, FL 33549

Phone: (813) 269-7100

Fax:  (813) 269-7125

Map to Office

West Coast Financial Group, Inc. is an independent, family owned and operated retirement plan consulting firm built on the core values of trust, integrity, competency, and service since 1982.  Bret Smith & and Rick Smith, Co-Founders, were raised with old-time values in a time gone by when doors weren’t locked and honesty and integrity were the norm not the exception.  They have kept these values alive. When you call us a warm and caring person will greet you, not a cold impersonal answering system.  You will not be on your own to fend for yourself when you need service, our team will be here ready to assist you as we have for over a quarter of a century.

We are passionate about enabling you to achieve a clear picture of your financial needs and objectives through developing a financial planning strategy designed to address your personal needs so that we can help prevent problems, simplify financial alternatives, eliminate future concerns and cultivate lasting peace of mind.