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
Itz Hem Jay
2023-09-27T01:33:04+0000
Amazing company amazing Expert Manager. So impressed by the knowledge, and sincerity. Thank you Mrs. Rochelle Nelson... for your amazing company, you can invest in your own capacity, I will not tell you how much I invested because it private, am here online to recommend Mrs. Rochelle Nelson for her good works, if you are looking for where you can invest your money, and where it can be safe contact this company via.
Email: rochellenelson731@gmail
WhatsApp: +13016159610
Facebook: Rochelle Nelsonread more
Kwà Kwâ Rîrï
2023-09-26T23:10:39+0000
FACTS about Forex Trade & Bitcoin investment. I was lucky enough to get to know Mrs Rochelle Nelson in my trading... career. Since then my trading has increased a lot. I can confidently say that, Mrs Rochelle Nelson's trading platform is the most useful and has really increase my life and family standard. I Invested $2,000 and make $12,500 after 7days, the money i spent on the course, is a well spent money and a good investment. you can also invest with her safely contact her on
Email: rochellene[email protected]
Facebook:Rochelle Nelson
WhatsApp +13016159610read more
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
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540-391-4950