OUR SERVICES | Overview

As  Investment Advisor Representatives, we offer a variety of services to
our individual and business clientele.

Services include, but are not limited to:

Life Events
    Marriage
    Childbirth
    Cash Flow Analysis
    Insurance Analysis
    Employer Stock Options
    Job Transitioning
    College Planning
    Planning for Major Purchases
    Divorce
Retirement
    Goals Analysis
    Distribution Strategy
    Required Minumum Distributions
    401(k) Rollovers
    Consolidated Retirement Plan Accounts
    Social Security Benefits
    Traditional/Roth IRAs
    Medicare/Medicaid
    Tax Sheltered Annuities
Estate Planning
    Minimizing Estate Taxes
    Beneficiary Designations
    Establishing Wills & Trust
    Transferring Wealth
    Elder Care Planning
    Long-Term Care Insurance
    Gifting
    Attorney Referrals
Investment Strategies
    Portfolio Analysis
    Asset Allocation Design
    Investment Recommendations
    Fee-Based Programs
    Performance Reporting
    Money Management
    Stocks, Mutual Funds, Bonds
    Money Market/CDs
Business Owners
    401(k) Plan Design
    Profit Sharing Programs
    Defined Benefit Plans
    Key-Employee Programs
    Group Benefits
    Succession Planning
    Finding Buy/Sell Agreements
    Simple IRAs
    SEP IRAs
Tax Planning
    Maximizing Deductions
    Exempt/Deferred Programs
    Estate Tax Calculations
    Retirement Distributions
    Capital Gains
    Real Estate Exchanges
    CPA Referrals



CFP®, CERTIFIED FINANCIAL PLANNER™ andare certification marks owned by the Certified Financial Planner Board ofStandards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.


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This communication strictly intended for individuals residing in the states of AZ,CA,CO,CT,DC,FL,GA,ID,IL,IN,KS,LA,MA,MD,ME,MI,NC,NH,NJ,NM,NY,OH,OR,PA,PR,RI,SC,VA,VT,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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