HOLISTIC PLANNING APPROACH?
It’s like cleaning out the “junk drawer” in the kitchen for the first time in 40 years and finally getting everything in its place. The holistic planning process organizes your legal, financial, and asset protection planning, rather than just accumulating a ” junk drawer” of financial and legal stuff over time with no meaningful analysis of how each affects the others. A holistic planning approach is about coordination and focus on the purpose – your purpose!
WHY CHOOSE US.
What makes us Different?
Commonwealth Insurance Advisors was designed to provide information and direction to our clients, ensuring both financial stability and growth potential through our broad array of insurance and financial services and professionals. Our team of professionals has been integrated to offer an unparalleled experience to our clients, providing a truly holistic approach to retirement and estate preservation planning.
WHO IS YOUR POINT MAN?
Is there anyone on your advisory team who coordinates all of the advice and information you receive to ensure that it is accurate, integrated and suitable for your situation? Unfortunately for most retirees, that can be the difference in having a viable and sustainable retirement and estate plan, versus flipping a coin and hoping for the best.
Who is on your Advisory Team?
INSURANCE AND FINANCIAL SERVICES
At Commonwealth Insurance and Financial Services, we believe that educating you as the client remains priority.
Our goal is to collectively determine which financial path makes the most sense for you and your family, and also which steps are necessary to achieve your goals. Every individual is different; therefore every individual’s financial roadmap will be different. Here at Commonwealth, we have access to over 50 different financial providers, many of whom are the top and longest standing insurance and financial companies in the world; and all with specialized products designed to meet those needs of various individuals. Our objective is to help clarify those needs and make professional recommendations as to the best course of action for each and every client.
REVIEWS
Graybeal Tax & Accounting
2023-09-18T15:34:30+0000
Our family has 5 vehicles and Thomas saved us a bunch of money with Erie Insurance! I highly recommend you let him... give you a quote!read more
Ruby Samson
2023-09-03T21:34:12+0000
Forex and Crypto trading is about making money and having a good trader to trade for you. I can undoubtedly recommend... Mrs.Vanessa William . She is an expert in Forex and Crypto (Bitcoin) trading, and also proven to be trustworthy and reliable. I earned over $6,000 from my $500 investment and since then I've been trading with Mrs.Vanessa . She has the best trading signals and strategies that can help you make good profit whenever you trade.
Contact Via:
WhatsApp:+1 (336) 612-4060
Email: [email protected]read more
Thlama Thomas
2022-09-15T02:16:14+0000
I definitely recommend doing business with Mrs SHEILA BRATTON. Our investment possibilities were properly explored, and... all of our requirements were satisfied. The chat was relaxed and informal, yet it was also rather professional. We were pleased with the results of our investment, which were conveyed clearly and concisely at the quarterly performance.
Contact her on
Whatsapp: +1(510)224-4372
Email: [email protected]read more
COMMONWEALTH INSURANCE ADVISORS
SCHEDULE AN APPOINTMENT NOW
540-391-4950