Your Financial Goals

Let us help you build a roadmap to your financial future.
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Want to learn more about how we help clients meet their financial goals?

We provide insight and direction for our clients and help build and monitor a comprehensive financial plan. Better outcomes come from being proactive about and planning for what is most important to you financially. We are trust advisors as well as educators.

What does Comprehensive Financial Planning mean? Who do we help? What problems do we solve?

Our Service Areas


  • Am I protected financially? Is my family?
  • What are my financial goals?
  • What are my options for saving money?
  • Do I pay down debt first? Have an emergency fund?


  • Can I afford the lifestyle I envision in retirement?
  • Where is my income going to come from?
  • Will I outlive my assets?
  • What are my options for social security and health insurance?


  • Can my portfolio handle market volatility?
  • Am I prepared for a bear market?
  • What lasting impact do I want to make?
  • Will my assets go where I want them to go?


  • Should I offer a retirement plan? What kind?
  • How do I build wealth outside of my business?
  • Are my investments tax efficient?
  • What is a sale of my business going to look like? When?

Over 20 Years Of Combined Experience

Our financial advisors have years of experience helping clients plan for their financial goals.

Our Finacial Advisors

Dominic Benetti

Dominic Benetti

Financial Advisor

Chris Sauve

Chris Sauve

Financial Advisor

Commonwealth Network

Commonwealth Network

Proud Partner

Recent News

Taper Tantrum Part 2?

Yesterday, the market sell-off continued, reportedly driven by a higher-than-expected inflation report and a comment by St. Louis Fed President James Bullard that he wanted to hike rates even faster than the market had been expecting. For a market that was already...

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