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Formulate your financial balance sheet
Outline specific, measurable goals
Compare what you earn to what you spend so that we can determine what is appropriate to invest
Prioritizing your payback strategy scan save you money over the long term
Ensure you are leveraging your best options
Plan for these expenses given the aspirations you have for your family
Compare what you earn to what you spend so that we can determine what is appropriate to invest
Be prepared for evolving situations for yourself and your parents
Coordinate with professionals to maximize tax efficiency over time
Coordinate with professionals to verify you are adequately insured to safeguard your family
Coordinate with professionals to ensure a plan is in place that meets your legacy goals
Build portfolios and determine asset location strategies to put your money to work for you
We do not believe in trying to time or beat the market. Research has shown this does not work. We believe that markets are largely efficient, and we build low cost diversified portfolios that line up with your goals and how you feel about risk.
Be diversified across asset classes and asset types
Minimize tax drag on your portfolio
If desired, connect money with your values in an ESG focused portfolio
Keeping your internal expenses low translates into keeping more of your investment return
This communication is strictly intended for individuals residing in the states of MI, CA, FL, IN, IA, MN, OH, SC, TX, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
