Financial Planning

Our financial planning services take a holistic view of your financial picture. Even though we specialize in retirement planning and retirement income planning, we know that this aspect of your financial life encompasses many other components.

In the first phase of the retirement planning process, we often discuss other financial topics, such as:

Financial position & net worth review
Cash flow analysis
Insurance & employee benefits planning
Education funding
Debt reduction
Investment planning
Estate planning
Tax planning
Long-term care planning
Legacy planning
Wealth transfer

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Client Relationship Summary

This communication is strictly intended for individuals residing in the states of DC, FL, GA, MD, MN, NC, OH, VA, WV. 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 Adviser.