Planning
Your clients have complex financial planning problems, but you don't have to solve them on your own. Count on Commonwealth's in-house Advanced Planning team for knowledge and guidance.
A proactive extension of your practice
Planning has become integral to our corner of the financial services industry. Good thing we've always considered it so. And our team of financial planning professionals, lawyers, and subject-matter experts is here to take concerns off your plate—and put time back in your day—by providing creative solutions that help you serve existing clients and even zero in on a new niche. We'll help you with:
- Growing your financial planning and wealth management business using our in-house consulting program
- Comprehensive financial planning support for your clients, ranging from trust and estate planning to social security and beyond
- Legal document review
- Selecting the ideal financial planning software for your business
I have this whole team of people that I can easily approach if I'm ever stuck. Whether it's a social security-related question or a question about required minimum distributions, the Advanced Planning team is a great resource. It lets me do more planning work, giving me more time to focus on each client.
Get our Estate Planning Blueprint to help you coordinate estate plans and explore the sensitive issues your clients face.
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An immersive approach to problem-solving
We approach your planning challenges like family members, not just service providers. Commonwealth's Advanced Planning team goes beyond simply answering your questions—we provide holistic solutions that consider not just your clients' assets and liabilities but their goals and dreams as well.
Our expertise runs deep, so you can focus on your relationships and leave the digging to us. Consult with us on:
Charitable Planning
Education Planning
Trust and Estate Planning
Deferred Compensation
Advanced Insurance Concepts
Concentrated Stock Planning
Health Care in Retirement
Special Needs Planning
Stock Option Planning
Elder Care Planning
