Moving forward from paycheck dependency to financial independence with confidence.
Building and managing a portfolio that will support your financial plan’s success.
Making sure your business is working for you and not just the other way around.
You’ve got questions. We’ve got answers. We help you address key topics such as:
Retirement protection and accumulation
Position your resources for a secured lifetime income
Taking care of elderly parents and still supporting adult kids
Organizing and simplifying financing resources and issues
Managing retirement risks
Outsourcing implementation of your plan
Health care related decisions
Social Security decisions
Pension and rollover decisions
Transition to your ideal retirement lifestyle
*All investing involves risk including the possible loss of principal. Commonwealth Financial Network® or Pathfinder Wealth Consulting does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. Secured lifetime income refers to a guaranteed insurance contract and not an investment for federal securities law purposes. Guarantees extend to the claims-paying ability of the issuer. Past performance is no guarantee of future results. Annuity contracts may contain terms for keeping them in force.