OUR SERVICES | Overview

Financial Planning

Estate Analysis:  
  • Helping to Preserve Estates
  • Protect Heirs
  • Establish a Legacy
Charitable Giving  
  • Giving to Church,Synagogue
  • Charities, Charitable Remainder Trusts
  • Private Foundations

Investments/Investment Services:

  • Securities Brokerage Services, Unit Investment Trusts, Mutual Funds
  • Asset Management Programs (Access Top Money Managers)
  • Non-Qualified Accounts: Individual, Joint, Trust
  • Qualified Accounts: TSA/403(b), IRAs/IRA Rollovers, Roth IRAs
  • Fixed Interest and Variable Tax-deferred Annuities
  • Risk Tolerance Questionnaires, Asset Allocation Profiles
  • Retirement Analysis, IRA Required Distribution Calculations
  • Early IRA withdrawals prior to 591/2 – 72(t) Calculations
College Savings:  
  • 529 College Saving Plans, UTMAs
  • Coverdell Educational Savings Accounts

Insurance

Life

  • Term Insurance
  • Cash Value Insurance
  • Life Insurance for Children and Grandchildren 

Health

  • Individual Plans
  • Group Plans

Long Term Care (LTC)

  • Qualified LTC Policies
  • Non-Qualified LTC Policies
  • CA Partnership LTC Policies

Disability Income Insurance

Medicare Supplements

Business Services

Retirement Plans
  • 401(k) Plan
  • TSA/403(b)
  • Simple IRA
  • Keogh and SEP IRA
  • Defined Benefit Plans

Key Employee Insurance
  • Buy-Sell Agreements
  • Qualified and Non-Qualified Deferred Compensation Plans
  • Spit Dollar Plans
Health Insurance

Workers Compensation

Trust Services





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This communication strictly intended for individuals residing in the states of AR,AZ,CA,CO,DC,FL,HI,ID,KS,MI,MT,NC,ND,OK,OR,PA,TX,UT,VA,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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