Overview

We recognize that people seeking our advice are concerned about the daunting task of planning for retirement. People want to know that they are going to retire with the right plan and with enough money to retire with confidence — but most know that they may not have the right tools and guidance to adequately prepare for this important phase of their lives. For more than two decades, we've been dedicated to helping people understand and plan for retirement. When it comes to retirement planning, most people don't know what they don't know. Since people usually retire only once, it's crucial that they are asked the right questions and guided through the right process. Many of our clients have found: - We ask questions that they have never before been asked by an advisor, - They benefit from our coordination of the many "moving parts" of retirement planning, and - Our philosophy of money management considers more than just investing, we integrate all financial needs and concerns. With the complexity of investing, people may be headed in the wrong direction and not even know it. You'll always know your direction, because we set benchmarks to help meet your unique financial needs — not to beat investment benchmarks like the S&P 500. We benchmark your progress against your personal retirement needs, continually monitor it to keep you informed, and make investment changes when necessary. https://youtube.com/55retire This communication is strictly intended for individuals residing in the states of CA, FL, GA, MA, ME, NJ, OR, SD. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®. Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Telephone Number: (781) 599-2660 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html