At Commonwealth Financial Group we implement a team-based holistic approach to your finances. You may already be working with an advisor - or perhaps even several different professionals. But are they really seeing your full financial picture? Time and again, we encounter clients who have the best of intentions with regards to planning for the future, yet in practice, they have implemented a haphazard set of solutions that lack coordination and all too often, present problematic gaps.
Our work is consultative, systematic, and integrated. This means we will work with you, to follow a step-by-step approach that includes subject matter experts in financial planning, investments, insurance, tax and legal strategies. Through an innovative and sophisticated process, we design a financial blueprint to help you efficiently maximize your financial options.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affilated companies. Agency officers are not officers of MassMutual. Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with Massachusetts Mutual Life Insurance Company (MassMutual), MML Investors Services, LLC or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies. Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory office: 101 Federal Street, Suite 800, Boston, MA 02110 Tel: 617-439-4389. CRN201803-199825
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to help meet their current needs, and more importantly, their future needs.