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Wealth Management

Our wealth management practice, Commonwealth Financial Advisors, specializes in helping individuals develop sound retirement strategies. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

We utilize the Avantax 8-Point Tax-Smart Framework to help give you a unique advantage in your planning and to help you maximize your financial potential by keeping more of what is yours.

Debt Management

Retirement Planning

Investment Planning

Family Risk Management

Education Planning

Legacy Planning

Business Planning

Special Situations