A financial advisor’s primary responsibility is to help you clarify and achieve your financial goals.
Unfortunately, hearing once a year from an advisor is standard practice. However, regular communication with your advisor is vital to ensure your investment plan continues to serve you best.
The information you provide is necessary to properly take care of you.
Our CommonWealth team has a process to regularly review your goals and investment portfolio. We proactively reach out to our clients throughout the year and they know to notify us whenever they experience any material changes in their lives that could affect their financial circumstances.
In addition to our diversified and disciplined pension-style portfolios, clients select us because we provide hands-on financial consulation. We provide all our clients with financial education and personal financial advice.
Your finances are important. Please call us to discuss your needs.
Your CommonWealth Team
