I have 20+ years of experience working with HR and Benefit Professionals, in various industries, helping them to review, evaluate and implement various types of employee and executive benefit programs.
That experience makes me uniquely qualified to identify the positives and negatives in an individuals employer-provided benefits.
Irrespective of economic or market conditions - I believe an investors' best strategy for coping is to stay true to sound financial management strategies.
My value is helping clients develop that strategy and keeping them focused on their plan regardless of the "noise".
My Financial Services practice takes a very progressive approach to the Benefits and Asset Management business.
We know there is a connection between the health wellness and the financial wellness of individuals - feeling "financially burdened" leads to increased stress.
The time is now to address your financial wellness by adopting healthy saving and investing behaviors that are sustainable and attainable over time. The time is now to prioritize your financial wellness - An educated and more informed consumer can and will make better decisions with their money.
Westfield Financial Wellness provides a holistic approach to Financial Education, that will help to create lasting behavior change. We can help you and your employees get out of debt, on a budget and on your way to saving for retirement.
You don't need a sales pitch - You need guidance - We can provide the tools, the understanding and the motivation to take control.
How we help you succeed
Our Commitment to you
We are dedicated to helping you achieve your financial goals -
We are dedicated to helping your EE's become more educated and informed consumers -
Through personal attention and quality service - We can help make a difference in your financial lives -
Professionals lead with process - Through a process of deep discovery, I can help you "define" what you are trying to accomplish with your assets.
At Westfield Financial Wellness, we would welcome a discussion about how we can help you achieve your goals.
The time is now to schedule a 1x1 and to have a meaningful discussion about your financial future.
445 E Broad St, Westfield, New Jersey 07090, United States
Westfield Financial Wellness
Insurance & Financial Services
Conducts business in the following States: