Money means different things to all of us and what colors our attitudes toward it, or what we want from it, is a highly selective thing.
That's why, at Commonwealth Financial Network®, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.
Client investment services include:
- Retirement - pre and post
- College planning
- Short-, medium-, and long-term goals
- Fee-only services
- Fee-only asset management
- Financial analysis of divorce settlements
- Business retirement strategies to Recruit, Retain, and Reward using such plans as a
401(k), SEP, profit-sharing, and money purchase
We also offer a variety of investment vehicles, including:
- Bonds, CDs
- Mutual funds
- Managed accounts
- Life insurance and long-term care