• 908.379.2706
  • contact@westfieldfinancialplanning.com
  • ACCOUNT ACCESS

Westfield Financial Planning
  • Financial Planning
    • Retirement Planning
    • Legacy Planning
    • Tax Planning
    • Insurance Planning
    • Financial Planning for Women
    • Special Needs Planning
  • Investment Management
    • Investment Management
  • Why Us
    • Our Team
    • Being a Fiduciary
    • Qualifications
    • Our Philosophy
    • Our Mission
    • Our Clients
    • 2021 Five Star Wealth Manager
  • Education Center
    • Mark’s Minute Video Blog
    • Articles and News
  • Contact
    • Get Directions
fall-town
Retirement-Planning
Financial-Planning-for-Women
Investment-Management
Fiduciary
Qualifications
church

We are pleased to announce Mark Swingle has been designated a NJ Five Star Wealth Manager for 2021. This is his seventh time receiving this award!

WHAT ARE YOUR FINANCIAL GOALS?

We help you map out your road to your financial goals and over time help make your journey pleasant. You can expect to receive professional, compassionate and sound guidance.

Our Philosophy
girl1

WORKING TOGETHER FOR YOU

We live in an interconnected world, with a need for a collaborative approach to planning your financial future. We offer proactive solutions for your retirement planning needs.

Why Us
~front55

INVESTING FOR WOMEN

No matter if you are a single mother, recently divorced or widowed or an independent professional or a retired professional you owe it to yourself to prepare for your financial future.

Financial Planning for Women
~0-father-son

IT’S NEVER TOO EARLY OR TOO LATE

The professionals at Westfield Financial Planning strive to ensure that you are taking advantage of every opportunity to reduce current costs and save for the future. We help you do your thinking and work for you by offering proactive solutions for your retirement planning needs.

Our Mission
~front-44

Legacy Planning

You shouldn’t put off protecting everything you’ve worked hard to attain.  Legacy planning is more than wills and trusts.

Learn More

By failing to prepare, you are preparing to fail ~ Benjamin Franklin

OUR PROMISE TO YOU

ORGANIZATION – ACCOUNTABILITY – PARTNERSHIP – PRO ACTIVITY – OBJECTIVITY.

 

Westfield Financial Planning is an independent Registered Investment Advisor.

© 2021  Westfield Financial Planning
316 East Broad Street
Westfield, NJ   07090
contact@westfieldfinancialplanning.com
Phone: 908.379.2706
  • Client Relationship Summary
  • TD Client
  • My Wealth Hub
  • Join Me
  • Privacy Policy
  • Disclosure
  • Directions
  • Sitemap
  • Contact
x
Top
  • 908.379.2706
  • contact@westfieldfinancialplanning.com