Learn why Fiduciary care and our unique approach can make a difference! About Westfield Financial Planning Click for all the Latest News Do not react to the crisis du jour, no matter how distressing The Emotional Rollercoaster of Investing Webinar: Retirement Planning How to be Tax Efficient with Your Investments A Guide to Estate Planning Proactive Retirement Strategies Using The SECURE Act 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 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 work for you by offering proactive solutions for your financial planning needs. Our Mission 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 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? 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 – PROACTIVITY – OBJECTIVITY.