To be truly effective, wealth must serve your purpose
Commonwealth Financial Group is a comprehensive financial planning and advisory firm committed to helping our clients improve their long-term financial success. Our unique planning process is designed to help create, accumulate and preserve our clients’ wealth and lifestyle by delivering an unprecedented level of personalized service and expertise.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or if you would like more information about our firm, please feel free to contact us. We look forward to hearing from you.
An Integrated Approach
THE CFG COMPREHENSIVE WEALTH SOLUTION
CFG’s ultimate objective is for you to attain your financial dreams and life aspirations while creating a lasting legacy. To accomplish this, we use our unique planning process to protect and enhance your wealth in a time-tested, measurable way.
1 | Discover
To be truly effective, wealth must serve your purpose. We start with a discussion about your wealth, define your core principles and motivations, and create a context in which to build your personal plan.
2 | Assess
Your financial information is collected and reviewed. A comprehensive analysis of your financial picture is essential in determining where you are today and whether your current path is in line with your core values and future dreams.
3 | Protect
The underlying protection components of your plan are analyzed, uncovering areas of exposure and providing solutions to help protect current wealth and future success.
4 | build
All components of your finances are coordinated and integrated. Various strategies are designed and evaluated, allowing us to co-create economically efficient solutions that serve your true purpose.
5 | implement & Monitor
Step by step, we guide you through the implementation phase of your plan. Your strategies are executed and continually monitored.