
Manage your financial life and create a long-term plan customized to meet your needs. Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle. Because an individual’s retirement years can span decades, retirement planning generally dominates other financial goals.
A successful plan put into place during the wealth-building life span should address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation.
You may find that qualified plans, IRAs, and social security won’t provide enough money to support your desired retirement lifestyle. By identifying your retirement gap, you can develop a strategy for personal savings invested outside of the traditional retirement vehicle.
Tax return preparation services are offered through Quantis Tax Services and are separate and unrelated to Commonwealth Financial.
- Individuals
- Businesses (Corporation, Partnership, LLCs)
- Non-Profit Organizations
- Estates & Trusts