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.
Once we complete the initial process of setting up your investments, it doesn't end there. We'll monitor the progress your money is making. And we'll meet regularly with you to make sure your investments reflect your current life circumstances.
Overall Financial Planning
Portfolio Allocation & Management
Securities Portfolio Management
Income Distribution in Retirement
College Expense Planning
Fee Based Portfolio Management
Mutual Funds, Exchange Traded Funds (ETFs), Stocks
IRAs, Roth IRAs, Rollover IRAs
Education Savings (529 Plans, Education IRAs)