Successfully managing personal and family finances is complicated. Through our partnership with LPL Financial, Commonwealth Brokerage Services clients will benefit from a staff of fully-licensed brokerage professionals who can help you buy and sell a large selection of securities at competitive commission rates. We will assist you in identifying your long and short-term goals, and then work with you as an individual to develop a plan to work toward achieving them. We offer access to a variety of accounts designed to fit your individual investing needs and feature unique services to help you plan and implement your financial strategy. While still offering the strength and resources of a large financial organization, our personalized service will also provide you with a one-on-one approach and convenient local delivery.
Some of the products we offer are listed below:
By providing the guidance and support to make informed investment decisions and offering access to a full spectrum of investment product lines, Commonwealth Brokerage Services can help you succeed in the ever-changing investment environment and help you work toward achieving true financial independence.
No financial plan is complete without considering insurance needs. Insurance products can be used for planned and unplanned situations and may sometimes be the most fitting financial solution. Here at Commonwealth, we take the time to inform and educate our clients about insurance options, so you can make better-informed decisions about your insurance opportunities. Including insurance in your financial plan will guarantee delivery of dollars at the time you need them.
Below are some of the services we provide:
Life Insurance has a place in any financial plan. It can replace your income and secure your family's future if you are no longer here. In the event of your death, life insurance can protect your family's home, their lifestyle and your child's education. Cash benefits from a life insurance plan can help defray the costs of:
Life insurance benefits can be used to help with:
The ability to earn an income is one of our most valuable assets. Occasionally, an accident or illness can interfere with that ability to earn an income. Financial obligations continue, but the earnings do not. It can be a frightening situation. Fortunately, disability insurance is available to protect against this potential loss. A properly designed disability insurance program can provide peace of mind to you and your family.
Long Term Care Insurance
Long-Term Care Insurance can protect you from losing a lifetime of accumulated savings and investments. The need to enter a nursing home, or have home health care service, can quickly deplete assets. Long-term care insurance can help assure your independence, protect your family, and provide peace of mind.