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Services

Our Mission

Financial services is more than minimizing risk and protecting assets- it's about managing your finances. Westfield Investment Services will do everything in our power to keep you focused on your future goals, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams. It's time to work with an objective team that has your goals in mind. We work closely with successful professionals, business owners, retirees and independent individuals seeking to protect and grow their assets. See where our personalized approach can take you.

Retirement

We understand that everyday activities can be a distraction from staying on top of your retirement plan. If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, Our team can help you estimate the amount of money you may need for retirement and help you identify how to get there.


Investment

Planning for your future involves understanding how the decisions you make today will impact your overall financial success. Having an advisor who can help you navigate today’s complex financial market is a necessity. Think of us as your financial quarterback; here to assist with any questions you may have. Our investment recommendations are objective and customized to your personal needs and goals.


Estate

Effective estate management enables you to manage your affairs and control the distribution of your wealth during and after your lifetime. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out; even if you are unable to communicate them. It can even designate someone to manage your financial affairs should you be unable to do so.


Insurance

Insurance is the foundation of all strong financial plans. Having the right insurance strategy can mean providing financial preparedness for your family or business. Our in-depth approach to understanding your insurance needs will give you the confidence to know that your insurance plan is designed to protect and preserve what you have worked so hard to achieve.


Tax Planning

Understanding tax strategies and managing your tax position should be part of any sound financial approach. Some taxes can be deferred, while others can be managed through tax-efficient investing. With careful and consistent preparation, you can to manage the impact of taxes on your financial efforts.

Ready to get started? Meet the team below to start your journey today.

Meet the Team