Our Services | Wealth Management

For those preparing to retire today, there are more issues and challenges than ever before, including:

  • Longer life spans
  • Increased cost of health care
  • Social security’s uncertain future
  • Changing tax regulations
  • Rising tuition rates

All of these can challenge and complicate your plans for retirement. Which is why now, more than ever, it's important to think about your financial future.

Are you ready for your retirement?

Before we work with you to implement a retirement strategy, we take the time to get to know you personally. We want to understand your goals, needs, challenges, and attitudes.

Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way.

At Financial Strategies Retirement Partners and Commonwealth Financial Network®, we'll work with you, so you can spend your time focusing on the things you enjoy the most.

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This communication strictly intended for individuals residing in the states of AZ,CA,CO,CT,DC,DE,FL,GA,IL,MA,MD,ME,MO,NC,NH,NJ,NY,OH,RI,SC,TX,VA,VT,WA,WI. 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.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.
Advisory services offered through Financial Strategies Retirement Partners, a Registered Investment Adviser, are separate and unrelated to Commonwealth.
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