"a goal without a plan is just a wish"
– Antoine de Saint-Exupery
Let's start with you.
If you are thinking about your financial future, there is no time like the present to get organized. We offer comprehensive personal financial planning, wealth management and advisory services as well as a wide array of investment strategies and insurance solutions.
We deliver our services by deploying a team-based holistic approach, in conjunction with a fully integrated planning process specially designed to help simplify your financial life and alleviate many of the complexities typically associated with modern day wealth management.
PERSONAL PLANNING
Financial Planning
Financial Planning
Financial Planning
- Fee-Based Planning
- Asset Allocation Analysis
- Retirement Income Planning
- Education Funding Strategies
- Budget & Cash Flow Analysis
- Complete Risk Management Analysis
Estate Planning
Financial Planning
Financial Planning
- Estate Tax Projections
- Tax Minimization Strategies
- Advanced Gifting Techniques
- Family Business Integration
- Philanthropic Planning Ideas
- Trust Services & Asset Management
Wealth Management
Wealth Management
Wealth Management
- Securities Brokerage Services
- Access to Institutional Managed Money Platforms
- Passive Investments
- Alternative Asset Offerings
- Tax Efficient Strategies
- Fixed & Variable Annuities
- Comprehensive Retirement Income Strategies
- Gifting strategies
Risk Management
Wealth Management
Wealth Management
- Life Insurance
- Disability Income Insurance
- Savings Protection Insurance
- Long Term Care Insurance
- Guaranteed Income Annuities
BUSINESS PLANNING
Employee Benefits
Additional Services
Additional Services
- 401(k) / 403(b) Implementation
- SIMPLE / SEP IRA
- Roth Retirement Strategies
- Group Life & Disability Insurance
- Executive Compensation
- Holistic Analysis of Current Benefits Plans
Additional Services
Additional Services
Additional Services
- Employee Retention Strategies
- Business Valuation*
- Buy / Sell Agreements
- Business Succession Plans
- Estate & Personal Financial Plan Integration
- Strategic Asset Planning
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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