A proactive extension of your practice
Planning has become integral to our corner of the financial services industry. Good thing we've always considered it so. And our team of financial planning professionals, lawyers, and subject-matter experts is here to take concerns off your plate—and put time back in your day—by providing creative solutions that help you serve existing clients and even zero in on a new niche. We'll help you with:
- Growing your financial planning and wealth management business using our in-house consulting program
- Comprehensive financial planning support for your clients, ranging from trust and estate planning to social security and beyond
- Legal document review
- Selecting the ideal financial planning software for your business
Get our Estate Planning Blueprint to help you coordinate estate plans and explore the sensitive issues your clients face.
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An immersive approach to problem-solving
We approach your planning challenges like family members, not just service providers. Commonwealth's Advanced Planning team goes beyond simply answering your questions—we provide holistic solutions that consider not just your clients' assets and liabilities but their goals and dreams as well.
Our expertise runs deep, so you can focus on your relationships and leave the digging to us. Consult with us on: