our process
Our entire process is designed firstly to learn more about you and your family, your circumstances,
preferences and wishes. If you have never experienced Financial Planning in this way, are you leaving money on the table?
What happens WHEN plans need to change?
LISTEN
Understand your financial concerns, goals & dreams
GATHER
Collect and analyze your tax, investment, insurance, legal & bank documents
DESIGN
Create a financial blueprint that aims to address your concerns, goals & dreams in an efficient manner
BUILD
Collaborate with our team of experts & your trusted advisors to outline the best strategies for you
SERVE
Provide ongoing service to develop a dynamic plan that caters to your changing needs
view all your holdings in one convenient portal
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.
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
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