$351,670 is the total we have saved our clients on their insurance premiums! Help us get to $400,000 saved this year!

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?

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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

Commonwealth Insurance Advisors
5.0
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Michael Mundy
Michael Mundy
2016-10-27T01:08:54+0000
Will Earles
Will Earles
2015-07-09T18:51:51+0000
Very nice people to work with. Was able to get me a much lower rate. Hassle free experience and they did not pressure me into anything I didn't want or couldn't afford. Recommend these guys to everyone.
Miranda Jennelle
Miranda Jennelle
2015-06-18T00:08:16+0000
Wonderful experience. So very appreciative of all the help that we have been given with absolutely no hastle. Would highly recommend this wonderful group to anyone.

COMMONWEALTH INSURANCE ADVISORS

SCHEDULE AN APPOINTMENT NOW
540-391-4950