Financial advisor / planner Joe Conlan of Commonwealth Financial Group will work with you to create a comprehensive financial plan, supported by all the resources of his firm, including a senior partner and a group of analysts and specialists (approximately 10 hours, which is the average time to create a good financial plan for an individual or for a small business).

Through an innovative and sophisticated process, at Commonwealth Financial Group, we design a financial blueprint to assist our clients in developing a strong sense of confidence.

LISTEN: Understand your financial goals, concerns, and dreams.

GATHER: Collect and review your tax, insurance, investment, legal, and bank documents.

DESIGN: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner.

BUILD: Collaborate with our team of experts and your other trusted advisors to outline strategies for you.

SERVE: Provide ongoing service to develop a dynamic plan that caters to your changing needs.

For more information, please go to commonwealthfinancialgroup