Our Services

We specialize in the following services through Commonwealth Financial Network®:

  • Goal-focused and plan-driven investment strategies
  • Mutual funds, stocks, and ETFs, primarily in fee-based accounts with no commissions
  • Traditional, Roth, SEP, and SIMPLE IRAs
  • 401(k) rollovers
  • Individual 401(k) consulting
  • Company stock option consulting
  • Educational Funding Strategies
  • Tax Efficient Charitable Giving

We also have a network of financial professionals—including CPAs, mortgage brokers, insurance professionals, and estate planning attorneys—whom we can call upon as needed.