The investment committee at Westfield Financial Planning consists of Mark Swingle, CFP®, Tim Huynh, CFP®, and Daniel Song CFA®. The team is constantly reading and researching our current investment selection, while also looking at new opportunities, with the ultimate goal of building our client’s portfolio to a fiduciary standard.
This episode of Mark’s Minute introduces you to the Westfield Estate & Financial Group, a team of professional firms with decades of experience in: wills and trusts planning and administration; income tax preparation and planning; and financial planning and investing. Westfield Financial Planning often works as part of a team of trusted professionals working together to provide a complete, coordinated and secure approach to family wealth stewardship. We work together to help you meet your long-term financial goals!
To learn more about Westfield Estate & Financial Group, simply go to the website: www.westfieldestatefinancialgroup.com
Welcome to the second episode of Mark’s Minute. In this episode, we discuss what it means to be a fiduciary and the importance of acting in your best interest when it comes to financial planning.
Welcome to the first publication of Mark’s Minute! This episode will provide a brief introduction to the team of Westfield Financial Planning and will discuss financial planning “hot topics” in future episodes.