Our Services

The financial world today is a confusing place filled with a multitude of investment choices & money management programs. With such a wide array of investment options it's no wonder that many people turn to us for credible investment guidance.

We understand the need to be involved in the process of choosing an investment strategy... and yet, not be alone when making these decisions.

Helping you reach your financial goals is our main objective. Whether you dream of purchasing a vacation home or putting your children through college, we have tools and knowledge to help you work towards those goals.



We begin each planning session process by listening carefully. We pay attention to what is most important to you. What are your financial goals? Where do you want to be and when do you want to be there?

Do you live out of town, or even out of the State? We can help you with your planning via the internet. While talking with you on the phone & viewing your computer from your home or office we'll chart your current plan and provide a recommended plan for comparison. We will work with ou to help you make your goals attainable.



 

Some of the financial strategies that we offer are:

*Debt Elimination

*Sophisticated goal planning based on your unique needs and life-style choices

*Flexible, easy-to-read reports, prepared to your needs

*Comprehensive strategy that includes goal setting, insurance needs, income planning and asset allocation

*Investing

*Fee-Based Planning

*Fee-Based Asset Management

*Strategies for Reducing Amount of Taxes You Pay

*Creating/Improving Your Inflation Hedge

*Planning & Funding Education Needs / Goals  529 Plans

*Planning for Your Retirement

    (401K's, 403b's,  TSA's,  I.R.A.'s,  S.E.P.'s,

    SIMPLE I.R.A.'s,  ROTH I.R.A.'s)

*Using Insurance Effectively

*Efficient Distribution Of Estate

*Life/Health Insurance Needs

*Business Succession Planning

Licensed in Arizona, California, Florida, Idaho, Nevada, Oregon, Utah, Virginia



CA Life Insurance Lic. #0494095

Securities offered through Securities America, Inc., A Registered Investment Advisor/Broker-Dealer, Member of FINRA/SIPC, Advisory services offered through Securities America Advisors, Inc. Commonwealth Financial Services is not an affiliated entity of the Securities America companies.