Advisory services are available for both Individuals and Retirement Plans.
As a registered Investment Adviser Representative of Commonwealth Financial Network, I have the opportunity to work with my clients as an adviser. Many clients find working with an adviser better meets their personal needs. As an adviser my compensation is through a fee arrangement customized to each client. No sales charges are imposed on investment transactions assuring the client that recommendations are unbiased and in their best interest.
A growing area of interest is from retirement plans looking to provide their employees with professional, unbiased investment advice. The retirement plan hires the adviser to work with their employees on selecting the appropriate investments within the retirement plan and on their own retirement goals.
Financial Planning services are also available for clients and cover the following areas:
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Retirement Planning
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Retirement Income
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Budgeting
