Strategic Retirement Plans

About Us

Commonwealth Holistic Financial Planning is a team of experienced and passionate financial advisors dedicated to guiding individuals and families in crafting and implementing comprehensive retirement plans. We believe financial planning should be a collaborative process, considering all aspects of your financial life to achieve sustainable wealth and fulfillment in your golden years.

Our Team

Our team comprises seasoned professionals with expertise in tax planning, accounting, investing, and financial planning. We leverage each other's diverse backgrounds to offer a holistic approach to retirement planning, meticulously balancing security with growth potential.

Our Philosophy

More than just numbers, we believe in building lasting client relationships. We take the time to understand your unique goals, risk tolerance, and aspirations to tailor a retirement plan that aligns with your individual needs. We prioritize open communication, transparency, and shared decision-making throughout the process.

Our Services

We offer a comprehensive array of services to address every facet of retirement planning:

- Retirement Planning

• Comprehensive analysis of all retirement accounts, investments, social security, pensions, and other income sources
• Development of a personalized plan to maximize contributions, optimize withdrawals, and ensure a sustainable income stream in retirement

- Insurance Planning

• Assessment of individual insurance needs for life, health, and long-term care
• Recommendations for appropriate coverage and strategies to address potential risks

- Estate Planning

• Guidance on establishing powers of attorney and trusts to ensure financial and medical decisions are taken care of in the event of incapacity or passing.

- Tax Planning

• Comprehensive tax analysis and optimization strategies to minimize tax burdens and maximize returns

- Investment planning

• Personalized portfolio creation based on individual risk tolerance and goals.

- Comprehensive Retirement Strategies

• Creation of a holistic plan to reproduce your paycheck in retirement, ensuring financial security and peace of mind.

Our Commitment

Our commitment to you extends beyond simply managing your finances. We believe in empowering you with the knowledge and confidence you need to navigate your financial journey. We actively engage with you, provide clear explanations, and encourage open communication throughout the process.

Let's Begin Your Retirement Journey

Schedule a complimentary consultation with one of our experienced advisors to learn how we can help you achieve financial security and confidence in retirement.