Your Financial Goals
Let us help you build a roadmap to your financial future. Our ServicesContact Us NowWe 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
Financial Advisor
Chris Sauve
Financial Advisor
Commonwealth Network
Proud Partner
Recent News
More Stock Market Turbulence: Could It Get Worse?
Yesterday was another bad one for the market, with the S&P 500 down more than 2 percent. The S&P as a whole is now down more than 8 percent from the peak, with the Dow down about 5 percent, and the Nasdaq down more than 13 percent as of this writing. What is...
Wordle, Investing, and Russia/Ukraine: What’s the Connection?
Three hot topics at once. Talk about efficiency! Beyond efficiency, though, I do think there is a fairly deep connection here—and one that is worth talking about right now. What’s with Wordle? For those who haven’t found it yet, Wordle is a simple text game....
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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