About Us

Westfield Financial Planning is a privately owned, independent asset management and wealth advisory firm.

Financial planning is an ongoing process and we are committed to helping you develop, believe in and execute a simple and sound financial plan.  We offer personally tailored unbiased, independent financial and investment advice.  We begin by partnering with you so we can understand your life situation.  From there, we work with your tax accountant, estate attorney and insurance broker to ensure we can provide a full picture of your financial situation when making a plan.

We enable you to make confident choices and disciplined decisions for your financial future.  Our mission is to provide organization, accountability, objectivity, and pro-activity in helping you achieve your best life possible.

Learn more about our team, our mission, and our philosophy so that we can provide you with knowledgeable, supportive input, and sound financial management strategies.

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