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Giving Dreams Direction.....
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Recently established in central New York,West Financial Planning was created to provide the residents of this area with a Fee-Only alternative for financial advice. Daniel R. West, sole proprietor of WFP, saw a need for truly objective financial advice without the inherent conflict of interest created by commission based sales.
Financial Planning is about achieving your goals and living the life you have always envisioned. It's about independence and dignity in your retirement years and being able to giveyour children the education they deserve.
Planning your financial life is about doing the most you can with the little you have.
Financial Planning is not just about money, it's about life!


Is West Financial Planning for me?


Many people believe Financial Planning is not for them. They think that because they have little in the way of investments or disposable income that they do not qualify for advice or can not afford it.
Comprehensive Financial Planning is much more affordable then most people expect because West Financial Planning offsets it's fees by ironing out the inefficiencies found in most people's finances.
By lowering the cost of investing, reducing clients taxes, increasing the return on idle savings and a number of other money saving techniques many clients will offset WFP's entire fee in less than two years. This leaves decades in which the client can benefit from their customized Financial Plan cost free. And due to the miraculous effects of compound interest, the benefits derived from reducing financial inefficiencies will grow exponentially each year your plan is in effect, producing truly astonishing long-term results.
Who should call West Financial Planning?
Anyone with a goal. Securing your retirement, kids education, buying a house, getting out of debt, buying a boat, protecting your family from death or disability to the primary wage earner, protecting your dignity as you age, getting the most out of Social Security and Medicare, maximizing your investments, protecting your kids inheritence, reducing your taxes................
If you have a goal West Financial Planning has the direction

"The best investment you will ever make"

Retaining the services of a competent, Fee-Only financial planner could be one of the best investmentsyou will ever make. Not pushing a product but offering a life long relationship and sound financial wisdom, West Financial Planning will become a trusted advisor, equipped to guide you toward the goals and dreams that you have envisioned.

Our lives are what we make of them but limited resources can keep us from achieving everything we had hoped for. West Financial Planning can show you ways to stretch your resources so you can live your dreamsthat once you thought were unobtainable. We truly do "stretch your dollar" and our services pay for themselves over and over again.

West Financial Planning
315-868-8488