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.
What is the Westfield Estate & Financial Group?
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
What is a fiduciary?
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.
Introduction to Westfield 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.