Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters. Commonwealth Financial Group/Generational Planning Team does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser. Some health insurance products offered by unaffiliated insurers.
Generational Planning Team is a formal team within Commonwealth Financial Group and is able to take advantage of the resources provided through this collaboration.
Check the background of your financial professional on FINRA's BrokerCheck. | View our Form CRS here.
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: 280 Congress Street, Suite 1300, Boston, MA 02210, United States. Tel: 617-439-4389. CRN202610-4948332.
Advisors licensed to sell insurance in the following jurisdictions: AL, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MN, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT
Advisors licensed to sell securities in the following jurisdictions: AL, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MN, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT
Copyright Generational Planning Team 2023 - All Rights Reserved
Powered by GoDaddy
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.