Despite our best-laid plans, life happens. It throws us curve balls and challenges; it surprises us with the best moments and incredible opportunities.

Commonwealth will help you capture the unique opportunities and avoid the unforeseen dangers that life brings.   We provide general consulting services to clients. These services are usually provided on an ongoing basis, and may include advice about: 

  • General cash flow planning.
  • Specific cash flow planning for certain events such as education expenses or retirement.
  • Estate planning analysis*.
  • Income tax planning analysis*.
  • Review of your insurance portfolio; and any other financial matters specific to you.

The scope and fees for consulting services will be agreed upon with you in advance.

 
 

We invite you to contact us for an obligation-free review of your financial picture.

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* Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/ legal advisor regarding your own specific tax/legal situation.