West Financial Planning

West Financial Planning is an independent advisory firm owned and operated by Daniel R. West, located in Cherry Valley, New York. The firm specializes in building personalized financial plans and providing ongoing investment management and monitoring to help clients reach their long-term goals. The core approach centers on Modern Portfolio Theory and asset allocation, primarily utilizing low-cost, passively managed exchange-traded funds, mutual funds, individual stocks and bonds, and select insurance products. West Financial Planning works primarily with individuals and families navigating the accumulation or distribution phases of life, as well as occasional employee benefit planning for businesses. The firm operates on an ongoing retainer model where financial planning and portfolio management services are bundled together.