Our Suite of Services

Our Process

We create strategies that are tailored to your needs and goals.

Helping You Make the Right Choices

Some of our clients take a more active role in the investment process, while others prefer to leave things in our capable hands so they can spend their time doing the things they love in life. Either way, we’ll empower you to feel confident about your decisions, secure in the knowledge that your money is working effectively for you.

Fiduciary Wealth Management

As your fiduciary advisor, we ensure that your goals are always at the center of our planning process. We act on your behalf and we are always “on the same side of the table.” You can take advantage of our years of experience in designing and implementing investment portfolios on behalf of our clients.

We simplify complexity with goal-based planning, providing the clarity you need to take action confidently.
Your portfolio is tailored to your specific risk tolerance and objectives.
Our approach allows for more efficient tax management and control over the investment selection.

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Financial Planning

Get a comprehensive roadmap to help work toward financial security.

We identify your priorities and translate them into goals, then review your resources and pinpoint any obstacles. We create and implement a wealth plan that considers asset ownership, beneficiary designations, spending and savings habits, debt management, risk management, and more. Through regular reviews, we will adjust your plan as your needs evolve.

Retirement Planning

We evaluate your current financial status and create an accumulation strategy that will help you pursue your desired retirement lifestyle. Because retirement years can span decades, retirement planning generally dominates other financial goals. A successful plan put in place during your wealth-building phase will address ways to help maximize growth and tax-efficient distributions.

Estate Planning

A major objective of estate planning is to minimize potential taxes without interfering with your other financial goals. If you give away wealth, during life or at death, you may incur federal--and possibly state--taxes. We help protect the assets you transfer from excessive depletion by helping you to understand these taxes and the various strategies you can use to minimize them.

The right estate plan can empower your legacy for generations.

*Commonwealth Financial Network^® and Choice Financial Planning do not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

Risk Protection

Safeguard all you have worked to build.

One of the most important functions we serve is helping to minimize any threats to your assets. It takes the right approach to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies, and put plans in place to provide the level of protection you need and deserve.

Retirement Plan Consulting

In addition to your personal retirement savings, you may have access to employer-sponsored plans like a 401(k) plan, Roth 401(k) plan, 403(b) plan, SIMPLE plan, or pension plan. With our years of retirement plan knowledge, we offer you consultative support to help you understand and optimize all of your options.

Employer Plans

Employer-sponsored retirement plans can be difficult to understand. Rely on our consulting capabilities to help you figure out how these options may fit into your overall financial plan.

Other Programs

We help you consider other savings vehicles beyond employer-sponsored retirement plans. Your options may include Roth IRAs, traditional IRAs, spousal IRAs, rollover IRAs, and more.

Get the most out of all your retirement plan options by relying on our guidance and experienced support every step of the way.

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We want to learn more about you, so we can help you pursue your financial dreams.

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