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

BUILDING WEALTH

  • 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?

APPROACHING RETIREMENT

  • 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?

IN RETIREMENT

  • 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?

BUSINESS OWNERS

  • 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

Headline Risk Vs. Real Risk

We are now entering the phase of the market cycle where worries start to proliferate. We’ve already talked about Evergrande, supply chain issues, rising interest rates, and so on—and the risks for all of these things are real. As the situations evolve,...

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Is Social Security Running Out of Money?

Brad here. One of the key pieces of news to hit my desk this week was that the social security trust fund was projected to run out of money a year earlier than expected. Not only will this affect everyone who is retired now, but it will also affect those who plan to...

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906.786.5930

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