At Commonwealth Financial Network, we make it our priority to get to know you as a person. We balance our knowledge and experience in the financial markets with your objectives and risk tolerance. Our goal is to provide you with the same financial strategy and recommendations that we would follow if our situation was similar to yours.
We monitor your financial progress and meet regularly with you to make sure your investments reflect your current life circumstances.
I. Family Financial Services
A. Portfolio Design and Management
B. Estate Planning, Life Insurance, Trusts
C. Charitable Giving
D. Retirement Income Planning
E. Rollovers, IRAs, Roth IRAs
II. Corporate Financial Services
A. Qualified Plan Design, Installation, and Administration
B. Nonqualified Deferred Compensation Plans
C. Buy/Sell, Stock Redemption, Plans
D. Qualified Plan Termination
We encourage our clients to contact us at any time with questions or comments.