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
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,...
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...
Is Inflation As Scary As It Seems?
Today’s post was cowritten by Peter Essele, vice president of investment management and research. As promised yesterday, today I want to talk about inflation. The big picture, as I said then, could be that this looks like a temporary phenomenon, driven by a...
Let’s Chat
If you would like to speak with someone directly
