Welcome to Commonwealth Financial Group!
DISCOVER OUR COMPREHENSIVE FINANCIAL PLANNING EXPERIENCE
Our entire process is designed firstly to learn more about you and your family, your circumstances, preferences and wishes. Taking the time necessary to figure our what's really important is key, then focusing more on each topic appropriately through a structured multi-step process helps us be as efficient as possible with everything in your life that starts with a dollar sign.
If you have never experienced Financial Planning in this way, are you leaving money on the table? Are you covering all the bases? What happens if plans need to change? Let's talk and figure it out.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
STREAMLINE YOUR ACCOUNTS WITH OUR TECHNOLOGY
Introducing Investor360:
With shared visibility around your holdings and the ability to link external accounts, Investor360 provides a central viewing hub for your financial life.
The system updates daily, so you will always see the latest performance & balance data.
You can also securely share sensitive files, access statements, tax forms, and insurance policies.
Login to your Investor360 online portal here.
*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
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