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Individuals & Families

Working from your specific financial position

We work to help you unlock what money means to you. From comprehensive financial planning to personalized consulting, our team takes a strategic approach to help accomplish the things you want so you can experience more of life.

We’re all on different financial journeys.
Where do you stand?

Starting from your specific financial position, we implement advanced strategy and planning, a specialized service approach and time-tested processes so you can accomplish your goals and take advantage of every opportunity that comes your way.

Why do I need to work with a financial professional?

A financial professional can provide valuable guidance and expertise to help you achieve your financial goals. Our team can help you learn how to use money as a tool to live a life full of meaningful experiences.

How do I know if Commonwealth is right for me and my family?

If you’re looking for an experienced team of advisors who offer grand-scale planning and complete support to help you get the most out of your life experiences, Commonwealth might be right for you.

What types of services does Commonwealth provide?

For the individuals and families that we serve, we offer a comprehensive range of financial services including: portfolio management, retirement planning, education planning, tax planning and estate and charitable giving planning.

How often should I expect to meet with my advisor?

This will depend on your goals, plan and how much guidance you’re wanting. Just as each plan is crafted for your unique situation, the frequency of meetings will be up to you, based on your unique needs and wants. Contact the office to learn more.

Our Services

Comprehensive financial planning so you can experience more from your life and finances.

A well-conceived plan aids in financial success. Whether you're looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence comes from knowing you have a plan.

Portfolio Management

We work to learn what's important to you in order to better construct, manage and monitor a customized and broadly diversified portfolio. Then we help you understand what you own and how your portfolio can help you reach your goals.

Risk Management

We take a disciplined approach to evaluating your coverage and insurance options by carefully assessing where your risks lie. We’re ready to think and execute strategically on all that affects your ability to pursue an opportunity or navigate complexity in your business or personal life.

Retirement Planning

We work diligently to help manage your path to the future with a full spectrum of retirement strategies to create the income you will need in retirement. Our planning goes beyond money to consider the life experiences that make it all worth it for you and those you love.

Education Planning

Meet the rising cost of higher education with confidence by taking additional yet simple steps to start saving now. From 529 plans to education savings, we’ll help you find the appropriate plan to help bear the burden of educational expenses without being overwhelmed.

Estate Planning, Charitable Planning & Giving

Take the steps to ensure your legacy impacts the lives of loved ones or charities that are close to your heart. Make an enduring difference in the lives of others and impart that knowledge to the next generation by teaching them that significance lies within the use of money.

Tax Planning

Lots of our clients come in paying too much in taxes. We can help project your tax liability ahead of time and recommend tax minimization strategies that can reduce your current or future tax liabilities.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.